Burleson & Co’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Burleson & Co’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
2022 Q4	$38.3K	Hold	220	–	–	0.01%	189
2022 Q3	$36K	Hold	220	–	–	0.01%	207
2022 Q2	$38K	Hold	220	–	–	0.01%	194
2022 Q1	$46K	Hold	220	–	–	0.01%	197
2021 Q4	$49K	Hold	220	–	–	0.01%	197
2021 Q3	$44K	Hold	220	–	–	0.01%	196
2021 Q2	$44K	Hold	220	–	–	0.01%	197
2021 Q1	$41K	Buy	+220	New	+$39.9K	0.01%	192

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 $15.3B AUM 24.71% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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

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

Burleson & Co's VV Position: Q4 2022 in Review

Burleson & Co held its Vanguard Morningstar Large-Cap ETF (VV) position steady in Q4 2022 at 220 shares worth $38.3K. The position accounts for 0.01% of the portfolio, ranked #189.

Burleson & Co first reported a position in VV in Q1 2021 and has held it in 8 quarters since. The position peaked at $49K in Q4 2021. 892 funds tracked by Wall St. Rank hold VV as of Q4 2022.

Burleson & Co held 220 shares of Vanguard Morningstar Large-Cap ETF worth $38.3K as of Q4 2022.
Burleson & Co left its Vanguard Morningstar Large-Cap ETF share count unchanged in Q4 2022.
Vanguard Morningstar Large-Cap ETF made up 0.01% of Burleson & Co's portfolio in Q4 2022, its #189 holding.
Burleson & Co first reported a position in Vanguard Morningstar Large-Cap ETF in Q1 2021 and has held it in 8 quarters since.
Burleson & Co's Vanguard Morningstar Large-Cap ETF position peaked at $49K in Q4 2021.
892 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q4 2022.

Based on Burleson & Co's 13F filing for Q4 2022, filed 31 Jan 2023.