Bellwether Investment Group’s Vanguard Large-Cap ETF VV Stock Holding History

Bellwether Investment Group’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
2016 Q2	$2K	Buy	+20	New	+$1.9K	﹤0.01%	589

Other funds holding VV

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Bellwether Investment Group's VV Position: Q2 2016 in Review

Bellwether Investment Group opened a new position in Vanguard Large-Cap ETF (VV) in Q2 2016: 20 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #589 among its holdings.

300 funds tracked by Wall St. Rank hold VV as of Q2 2016.

Bellwether Investment Group held 20 shares of Vanguard Large-Cap ETF worth $2K as of Q2 2016.
Vanguard Large-Cap ETF was a new Bellwether Investment Group position in Q2 2016.
Vanguard Large-Cap ETF made up ﹤0.01% of Bellwether Investment Group's portfolio in Q2 2016, its #589 holding.
300 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q2 2016.

Based on Bellwether Investment Group's 13F filing for Q2 2016, filed 18 Aug 2016.