BFC
VV icon

Bedel Financial Consulting’s Vanguard Large-Cap ETF VV Stock Holding History

Bedel Financial Consulting’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
Q2 		– Sell
-80
Closed -$17K – 905
2022
Q1 		$17K Hold
80
– – 0.01% 577
2021
Q4 		$18K Sell
80
-10
-11% -$2.14K 0.01% 591
2021
Q3 		$18K Hold
90
– – 0.01% 574
2021
Q2 		$18K Sell
90
-76
-46% -$14.8K 0.01% 585
2021
Q1 		$31K Sell
166
-49
-23% -$8.88K 0.01% 447
2020
Q4 		$38K Hold
215
– – 0.02% 354
2020
Q3 		$34K Sell
215
-51
-19% -$7.86K 0.02% 353
2020
Q2 		$38K Hold
266
– – 0.02% 313
2020
Q1 		$32K Sell
266
-26
-9% -$3.65K 0.02% 327
2019
Q4 		$43K Hold
292
– – 0.02% 307
2019
Q3 		$40K Hold
292
– – 0.02% 305
2019
Q2 		$39K Hold
292
– – 0.02% 309
2019
Q1 		$38K Hold
292
– – 0.02% 306
2018
Q4 		$34K Hold
292
– – 0.02% 296
2018
Q3 		$37K Buy
292
+128
+78% +$16.8K 0.02% 305
2018
Q2 		$20K Buy
+164
New +$20.4K 0.01% 383

Other funds holding VV

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
SC
Samlyn Capital New York $5.82B AUM 36.3% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return