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Bison Wealth’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Bison Wealth’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
Q4 		– Sell
-65
Closed -$13K – 487
2021
Q3 		$13K Hold
65
– – 0.01% 406
2021
Q2 		$13K Hold
65
– – 0.01% 394
2021
Q1 		$12K Hold
65
– – 0.01% 408
2020
Q4 		$11K Hold
65
– – 0.01% 363
2020
Q3 		$10K Hold
65
– – 0.01% 320
2020
Q2 		$9K Hold
65
– – 0.01% 317
2020
Q1 		$8K Sell
65
-76
-54% -$10.7K 0.01% 298
2019
Q4 		$21K Buy
+141
New +$19.9K 0.01% 334

Other funds holding VV

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $1.89T AUM 35.08% 1-Year Est. Return
SC
Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bison Wealth's VV Position: Q4 2021 in Review

Bison Wealth sold out of Vanguard Morningstar Large-Cap ETF (VV) in Q4 2021, closing a stake of 65 shares — an estimated $13K sold.

Bison Wealth first reported a position in VV in Q4 2019 and held it in 8 quarters. The position peaked at $21K in Q4 2019. 864 funds tracked by Wall St. Rank hold VV as of Q4 2021.

  • Bison Wealth reported no remaining Vanguard Morningstar Large-Cap ETF position as of Q4 2021 after selling out during the quarter.
  • Bison Wealth sold 65 Vanguard Morningstar Large-Cap ETF shares in Q4 2021, an estimated $13K.
  • Bison Wealth first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2019 and held it in 8 quarters.
  • Bison Wealth's Vanguard Morningstar Large-Cap ETF position peaked at $21K in Q4 2019.
  • 864 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q4 2021.

Based on Bison Wealth's 13F filing for Q4 2021, filed 2 Feb 2022.