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Capital Planning Advisors’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Capital Planning Advisors’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
2019
Q4 		– Sell
-915
Closed -$125K – 152
2019
Q3 		$125K Buy
+915
New +$124K 0.04% 127

Other funds holding VV

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
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 $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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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 $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Capital Planning Advisors's VV Position: Q4 2019 in Review

Capital Planning Advisors sold out of Vanguard Morningstar Large-Cap ETF (VV) in Q4 2019, closing a stake of 915 shares — an estimated $125K sold.

Capital Planning Advisors first reported a position in VV in Q3 2019 and held it in 1 quarter. The position peaked at $125K in Q3 2019. 576 funds tracked by Wall St. Rank hold VV as of Q4 2019.

  • Capital Planning Advisors reported no remaining Vanguard Morningstar Large-Cap ETF position as of Q4 2019 after selling out during the quarter.
  • Capital Planning Advisors sold 915 Vanguard Morningstar Large-Cap ETF shares in Q4 2019, an estimated $125K.
  • Capital Planning Advisors first reported a position in Vanguard Morningstar Large-Cap ETF in Q3 2019 and held it in 1 quarter.
  • Capital Planning Advisors's Vanguard Morningstar Large-Cap ETF position peaked at $125K in Q3 2019.
  • 576 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q4 2019.

Based on Capital Planning Advisors's 13F filing for Q4 2019, filed 3 Feb 2020.