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Bell Rock Capital’s Vanguard Large-Cap ETF VV Stock Holding History

Bell Rock Capital’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
2017
Q2 		– Sell
-410
Closed -$44K – 428
2017
Q1 		$44K Buy
+410
New +$43.7K 0.04% 202

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
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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SBSB
Sullivan, Bruyette, Speros & Blaney Mclean, Virginia $2.27B AUM 50.71% 1-Year Est. Return

Bell Rock Capital's VV Position: Q2 2017 in Review

Bell Rock Capital sold out of Vanguard Large-Cap ETF (VV) in Q2 2017, closing a stake of 410 shares — an estimated $44K sold.

Bell Rock Capital first reported a position in VV in Q1 2017 and held it in 1 quarter. The position peaked at $44K in Q1 2017. 358 funds tracked by Wall St. Rank hold VV as of Q2 2017.

  • Bell Rock Capital reported no remaining Vanguard Large-Cap ETF position as of Q2 2017 after selling out during the quarter.
  • Bell Rock Capital sold 410 Vanguard Large-Cap ETF shares in Q2 2017, an estimated $44K.
  • Bell Rock Capital first reported a position in Vanguard Large-Cap ETF in Q1 2017 and held it in 1 quarter.
  • Bell Rock Capital's Vanguard Large-Cap ETF position peaked at $44K in Q1 2017.
  • 358 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q2 2017.

Based on Bell Rock Capital's 13F filing for Q2 2017, filed 6 Dec 2018.