Baron Silver Stevens Financial Advisors’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Baron Silver Stevens Financial Advisors’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
2022 Q4	–	Sell	-65	Closed	-$2.53M	–	147
2022 Q3	$2.53M	Buy	+65	New	+$11.8K	0.69%	27
2021 Q1	–	Sell	-167	Closed	-$29K	–	473
2020 Q4	$29K	Buy	+167	New	+$27.7K	0.01%	171

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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

Baron Silver Stevens Financial Advisors's VV Position: Q4 2022 in Review

Baron Silver Stevens Financial Advisors sold out of Vanguard Morningstar Large-Cap ETF (VV) in Q4 2022, closing a stake of 65 shares — an estimated $2.53M sold.

Baron Silver Stevens Financial Advisors first reported a position in VV in Q4 2020 and held it in 2 quarters. The position peaked at $2.53M in Q3 2022. 892 funds tracked by Wall St. Rank hold VV as of Q4 2022.

Baron Silver Stevens Financial Advisors reported no remaining Vanguard Morningstar Large-Cap ETF position as of Q4 2022 after selling out during the quarter.
Baron Silver Stevens Financial Advisors sold 65 Vanguard Morningstar Large-Cap ETF shares in Q4 2022, an estimated $2.53M.
Baron Silver Stevens Financial Advisors first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2020 and held it in 2 quarters.
Baron Silver Stevens Financial Advisors's Vanguard Morningstar Large-Cap ETF position peaked at $2.53M in Q3 2022.
892 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q4 2022.

Based on Baron Silver Stevens Financial Advisors's 13F filing for Q4 2022, filed 30 Jan 2023.