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Calton & Associates’s Vanguard Large-Cap ETF VV Stock Holding History

Calton & Associates’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
2018
Q1 		– Sell
-358
Closed -$46K – 1258
2017
Q4 		$46K Buy
+358
New +$42.8K 0.01% 705

Other funds holding VV

Jones Financial Companies
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
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Calton & Associates's VV Position: Q1 2018 in Review

Calton & Associates sold out of Vanguard Large-Cap ETF (VV) in Q1 2018, closing a stake of 358 shares — an estimated $46K sold.

Calton & Associates first reported a position in VV in Q4 2017 and held it in 1 quarter. The position peaked at $46K in Q4 2017. 427 funds tracked by Wall St. Rank hold VV as of Q1 2018.

  • Calton & Associates reported no remaining Vanguard Large-Cap ETF position as of Q1 2018 after selling out during the quarter.
  • Calton & Associates sold 358 Vanguard Large-Cap ETF shares in Q1 2018, an estimated $46K.
  • Calton & Associates first reported a position in Vanguard Large-Cap ETF in Q4 2017 and held it in 1 quarter.
  • Calton & Associates's Vanguard Large-Cap ETF position peaked at $46K in Q4 2017.
  • 427 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q1 2018.

Based on Calton & Associates's 13F filing for Q1 2018, filed 17 Apr 2018.