Berman Capital Advisors’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Berman Capital 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 Q3	$108M	Buy	539,852 +41,974	+8%	+$8.67M	17.06%	1
2021 Q2	$99.9M	Buy	497,878 +25,085	+5%	+$4.9M	15.91%	1
2021 Q1	$87.6M	Buy	472,793 +86,572	+22%	+$15.7M	18.31%	1
2020 Q4	$67.9M	Buy	386,221 +51,340	+15%	+$8.53M	16.25%	1
2020 Q3	$52.4M	Buy	334,881 +9,298	+3%	+$1.43M	14.87%	1
2020 Q2	$46.6M	Buy	325,583 +49,395	+18%	+$6.68M	12.22%	1
2020 Q1	$32.7M	Buy	276,188 +153,281	+125%	+$21.5M	10.55%	2
2019 Q4	$18.2M	Buy	122,907 +7,531	+7%	+$1.07M	5.24%	5
2019 Q3	$15.7M	Buy	115,376 +13,735	+14%	+$1.86M	4.9%	6
2019 Q2	$13.7M	Buy	101,641 +30,718	+43%	+$4.06M	4.36%	6
2019 Q1	$9.21M	Buy	70,923 +36,038	+103%	+$4.5M	3.08%	10
2018 Q4	$4.01M	Buy	+34,885	New	+$4.32M	1.57%	15

Other funds holding VV

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Berman Capital Advisors's VV Position: Q3 2021 in Review

Berman Capital Advisors increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 8.4% in Q3 2021, buying an estimated $8.67M and bringing the position to 539,852 shares worth $108M. The position accounts for 17.06% of the portfolio, ranked #1.

Berman Capital Advisors first reported a position in VV in Q4 2018 and has held it in 12 quarters since. 768 funds tracked by Wall St. Rank hold VV as of Q3 2021.

Berman Capital Advisors held 539,852 shares of Vanguard Morningstar Large-Cap ETF worth $108M as of Q3 2021.
Berman Capital Advisors bought 41,974 Vanguard Morningstar Large-Cap ETF shares in Q3 2021, an estimated $8.67M.
Vanguard Morningstar Large-Cap ETF made up 17.06% of Berman Capital Advisors's portfolio in Q3 2021, its #1 holding.
Berman Capital Advisors first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2018 and has held it in 12 quarters since.
768 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.