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Benedetti & Gucer’s Vanguard Large-Cap ETF VV Stock Holding History

Benedetti & Gucer’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
2024
Q1 		$565K Hold
2,355
– – 0.28% 62
2023
Q4 		$514K Hold
2,355
– – 0.27% 69
2023
Q3 		$461K Buy
+2,355
New +$480K 0.25% 72

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Benedetti & Gucer's VV Position: Q1 2024 in Review

Benedetti & Gucer held its Vanguard Large-Cap ETF (VV) position steady in Q1 2024 at 2,355 shares worth $565K. The position accounts for 0.28% of the portfolio, ranked #62.

Benedetti & Gucer first reported a position in VV in Q3 2023 and has held it in 3 quarters since. 1,045 funds tracked by Wall St. Rank hold VV as of Q1 2024.

  • Benedetti & Gucer held 2,355 shares of Vanguard Large-Cap ETF worth $565K as of Q1 2024.
  • Benedetti & Gucer left its Vanguard Large-Cap ETF share count unchanged in Q1 2024.
  • Vanguard Large-Cap ETF made up 0.28% of Benedetti & Gucer's portfolio in Q1 2024, its #62 holding.
  • Benedetti & Gucer first reported a position in Vanguard Large-Cap ETF in Q3 2023 and has held it in 3 quarters since.
  • 1,045 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q1 2024.

Based on Benedetti & Gucer's 13F filing for Q1 2024, filed 7 May 2024.