Carlsbad Wealth Advisory Group’s Vanguard Large-Cap ETF VV Stock Holding History

Carlsbad Wealth Advisory Group’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
2023 Q2	$651K	Buy	+3,212	New	+$616K	0.42%	24

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 $13B AUM 17.65% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Samlyn Capital New York $5.86B AUM 36.3% 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

Carlsbad Wealth Advisory Group's VV Position: Q2 2023 in Review

Carlsbad Wealth Advisory Group opened a new position in Vanguard Large-Cap ETF (VV) in Q2 2023: 3,212 shares worth $651K. The stake represents 0.42% of the portfolio and ranks #24 among its holdings.

928 funds tracked by Wall St. Rank hold VV as of Q2 2023.

Carlsbad Wealth Advisory Group held 3,212 shares of Vanguard Large-Cap ETF worth $651K as of Q2 2023.
Vanguard Large-Cap ETF was a new Carlsbad Wealth Advisory Group position in Q2 2023.
Vanguard Large-Cap ETF made up 0.42% of Carlsbad Wealth Advisory Group's portfolio in Q2 2023, its #24 holding.
928 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q2 2023.

Based on Carlsbad Wealth Advisory Group's 13F filing for Q2 2023, filed 27 Jul 2023.