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Bel Air Investment Advisors’s Vanguard Large-Cap ETF VV Stock Holding History

Bel Air Investment 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
2021
Q2 		$3.82M Hold
19,017
– – 0.12% 88
2021
Q1 		$3.52M Buy
+19,017
New +$3.45M 0.11% 100

Other funds holding VV

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bel Air Investment Advisors's VV Position: Q2 2021 in Review

Bel Air Investment Advisors held its Vanguard Large-Cap ETF (VV) position steady in Q2 2021 at 19,017 shares worth $3.82M. The position accounts for 0.12% of the portfolio, ranked #88.

Bel Air Investment Advisors first reported a position in VV in Q1 2021 and has held it in 2 quarters since. 748 funds tracked by Wall St. Rank hold VV as of Q2 2021.

  • Bel Air Investment Advisors held 19,017 shares of Vanguard Large-Cap ETF worth $3.82M as of Q2 2021.
  • Bel Air Investment Advisors left its Vanguard Large-Cap ETF share count unchanged in Q2 2021.
  • Vanguard Large-Cap ETF made up 0.12% of Bel Air Investment Advisors's portfolio in Q2 2021, its #88 holding.
  • Bel Air Investment Advisors first reported a position in Vanguard Large-Cap ETF in Q1 2021 and has held it in 2 quarters since.
  • 748 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q2 2021.

Based on Bel Air Investment Advisors's 13F filing for Q2 2021, filed 16 Aug 2021.