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Capital Investment Services of America’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Capital Investment Services of America’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
2020
Q1 		– Sell
-2,058
Closed -$304K – 69
2019
Q4 		$304K Buy
+2,058
New +$291K 0.04% 61

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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 $147B AUM 18.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Capital Investment Services of America's VV Position: Q1 2020 in Review

Capital Investment Services of America sold out of Vanguard Morningstar Large-Cap ETF (VV) in Q1 2020, closing a stake of 2,058 shares — an estimated $304K sold.

Capital Investment Services of America first reported a position in VV in Q4 2019 and held it in 1 quarter. The position peaked at $304K in Q4 2019. 565 funds tracked by Wall St. Rank hold VV as of Q1 2020.

  • Capital Investment Services of America reported no remaining Vanguard Morningstar Large-Cap ETF position as of Q1 2020 after selling out during the quarter.
  • Capital Investment Services of America sold 2,058 Vanguard Morningstar Large-Cap ETF shares in Q1 2020, an estimated $304K.
  • Capital Investment Services of America first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2019 and held it in 1 quarter.
  • Capital Investment Services of America's Vanguard Morningstar Large-Cap ETF position peaked at $304K in Q4 2019.
  • 565 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q1 2020.

Based on Capital Investment Services of America's 13F filing for Q1 2020, filed 17 Apr 2020.