BJ
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Brouwer & Janachowski’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Brouwer & Janachowski’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
2014
Q2 		– Sell
-400
Closed -$34K – 86
2014
Q1 		$34K Buy
+400
New +$33.8K 0.02% 78

Other funds holding VV

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CCM
Carlson Capital Management Northfield, Minnesota $2.29B AUM 7.48% 1-Year Est. Return
MIH
Madison Investment Holdings Madison, Wisconsin $6.16B AUM 11.67% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Brouwer & Janachowski's VV Position: Q2 2014 in Review

Brouwer & Janachowski sold out of Vanguard Morningstar Large-Cap ETF (VV) in Q2 2014, closing a stake of 400 shares — an estimated $34K sold.

Brouwer & Janachowski first reported a position in VV in Q1 2014 and held it in 1 quarter. The position peaked at $34K in Q1 2014. 218 funds tracked by Wall St. Rank hold VV as of Q2 2014.

  • Brouwer & Janachowski reported no remaining Vanguard Morningstar Large-Cap ETF position as of Q2 2014 after selling out during the quarter.
  • Brouwer & Janachowski sold 400 Vanguard Morningstar Large-Cap ETF shares in Q2 2014, an estimated $34K.
  • Brouwer & Janachowski first reported a position in Vanguard Morningstar Large-Cap ETF in Q1 2014 and held it in 1 quarter.
  • Brouwer & Janachowski's Vanguard Morningstar Large-Cap ETF position peaked at $34K in Q1 2014.
  • 218 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2014.

Based on Brouwer & Janachowski's 13F filing for Q2 2014, filed 11 Aug 2014.