Bedel Financial Consulting’s Vanguard Morningstar 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 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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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

Bedel Financial Consulting's VV Position: Q2 2022 in Review

Bedel Financial Consulting sold out of Vanguard Morningstar Large-Cap ETF (VV) in Q2 2022, closing a stake of 80 shares — an estimated $17K sold.

Bedel Financial Consulting first reported a position in VV in Q2 2018 and held it in 16 quarters. The position peaked at $43K in Q4 2019. 848 funds tracked by Wall St. Rank hold VV as of Q2 2022.

Bedel Financial Consulting reported no remaining Vanguard Morningstar Large-Cap ETF position as of Q2 2022 after selling out during the quarter.
Bedel Financial Consulting sold 80 Vanguard Morningstar Large-Cap ETF shares in Q2 2022, an estimated $17K.
Bedel Financial Consulting first reported a position in Vanguard Morningstar Large-Cap ETF in Q2 2018 and held it in 16 quarters.
Bedel Financial Consulting's Vanguard Morningstar Large-Cap ETF position peaked at $43K in Q4 2019.
848 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2022.

Based on Bedel Financial Consulting's 13F filing for Q2 2022, filed 4 Aug 2022.