Boston Mountain Money Management’s Vanguard Large-Cap ETF VV Stock Holding History

Boston Mountain Money Management’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 Q3	$204K	Buy	+773	New	+$196K	0.12%	64

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

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

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

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

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

Boston Mountain Money Management's VV Position: Q3 2024 in Review

Boston Mountain Money Management opened a new position in Vanguard Large-Cap ETF (VV) in Q3 2024: 773 shares worth $204K. The stake represents 0.12% of the portfolio and ranks #64 among its holdings.

1,099 funds tracked by Wall St. Rank hold VV as of Q3 2024.

Boston Mountain Money Management held 773 shares of Vanguard Large-Cap ETF worth $204K as of Q3 2024.
Vanguard Large-Cap ETF was a new Boston Mountain Money Management position in Q3 2024.
Vanguard Large-Cap ETF made up 0.12% of Boston Mountain Money Management's portfolio in Q3 2024, its #64 holding.
1,099 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q3 2024.

Based on Boston Mountain Money Management's 13F filing for Q3 2024, filed 11 Oct 2024.