Baldwin Investment Management’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Baldwin Investment Management’s Portfolio VV Stock Details VV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-2,050	Closed	-$383K	–	206
2023 Q1	$383K	Sell	2,050 -600	-23%	-$109K	0.07%	154
2022 Q4	$462K	Hold	2,650	–	–	0.08%	139
2022 Q3	$433K	Hold	2,650	–	–	0.09%	137
2022 Q2	$457K	Hold	2,650	–	–	0.09%	147
2022 Q1	$552K	Sell	2,650 -30	-1%	-$6.16K	0.08%	147
2021 Q4	$592K	Sell	2,680 -27	-1%	-$5.79K	0.09%	147
2021 Q3	$544K	Hold	2,707	–	–	0.09%	147
2021 Q2	$543K	Hold	2,707	–	–	0.09%	153
2021 Q1	$502K	Hold	2,707	–	–	0.09%	154
2020 Q4	$476K	Buy	+2,707	New	+$450K	0.09%	148

Other funds holding VV

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Baldwin Investment Management's VV Position: Q2 2023 in Review

Baldwin Investment Management sold out of Vanguard Morningstar Large-Cap ETF (VV) in Q2 2023, closing a stake of 2,050 shares — an estimated $383K sold.

Baldwin Investment Management first reported a position in VV in Q4 2020 and held it in 10 quarters. The position peaked at $592K in Q4 2021. 929 funds tracked by Wall St. Rank hold VV as of Q2 2023.

Baldwin Investment Management reported no remaining Vanguard Morningstar Large-Cap ETF position as of Q2 2023 after selling out during the quarter.
Baldwin Investment Management sold 2,050 Vanguard Morningstar Large-Cap ETF shares in Q2 2023, an estimated $383K.
Baldwin Investment Management first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2020 and held it in 10 quarters.
Baldwin Investment Management's Vanguard Morningstar Large-Cap ETF position peaked at $592K in Q4 2021.
929 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2023.

Based on Baldwin Investment Management's 13F filing for Q2 2023, filed 1 Aug 2023.