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

Carmichael Hill & 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
2024
Q3 		$1.03M Buy
3,905
+4
+0.1% +$1.01K 0.36% 61
2024
Q2 		$974K Buy
3,901
+26
+0.7% +$6.25K 0.38% 58
2024
Q1 		$929K Buy
3,875
+3
+0.1% +$686 0.37% 59
2023
Q4 		$845K Buy
3,872
+262
+7% +$53.6K 0.35% 62
2023
Q3 		$706K Buy
3,610
+78
+2% +$15.9K 0.33% 67
2023
Q2 		$716K Buy
3,532
+4
+0.1% +$767 0.32% 67
2023
Q1 		$659K Buy
3,528
+3
+0.1% +$546 0.32% 69
2022
Q4 		$614K Buy
3,525
+55
+2% +$9.65K 0.31% 70
2022
Q3 		$568K Buy
3,470
+126
+4% +$22.9K 0.31% 73
2022
Q2 		$576K Buy
3,344
+4
+0.1% +$751 0.3% 74
2022
Q1 		$696K Buy
3,340
+3
+0.1% +$616 0.32% 67
2021
Q4 		$738K Sell
3,337
-42
-1% -$9.01K 0.33% 62
2021
Q3 		$679K Buy
3,379
+4
+0.1% +$827 0.34% 61
2021
Q2 		$678K Buy
3,375
+3
+0.1% +$586 0.34% 64
2021
Q1 		$625K Buy
3,372
+51
+2% +$9.24K 0.34% 61
2020
Q4 		$584K Sell
3,321
-31
-0.9% -$5.15K 0.34% 61
2020
Q3 		$524K Sell
3,352
-205
-6% -$31.6K 0.35% 60
2020
Q2 		$509K Buy
3,557
+6
+0.2% +$811 0.37% 58
2020
Q1 		$421K Sell
3,551
-170
-5% -$23.9K 0.37% 60
2019
Q4 		$550K Sell
3,721
-633
-15% -$89.5K 0.39% 58
2019
Q3 		$594K Buy
4,354
+33
+0.8% +$4.48K 0.59% 51
2019
Q2 		$582K Buy
4,321
+309
+8% +$40.9K 0.58% 51
2019
Q1 		$521K Hold
4,012
– – 0.54% 57
2018
Q4 		$461K Buy
4,012
+32
+0.8% +$3.96K 0.53% 59
2018
Q3 		$531K Hold
3,980
– – 0.51% 61
2018
Q2 		$497K Buy
3,980
+107
+3% +$13.3K 0.53% 61
2018
Q1 		$469K Sell
3,873
-49
-1% -$6.15K 0.51% 62
2017
Q4 		$481K Buy
+3,922
New +$469K 0.53% 61

Other funds holding VV

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Creative Planning
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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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

Carmichael Hill & Associates's VV Position: Q3 2024 in Review

Carmichael Hill & Associates increased its Vanguard Large-Cap ETF (VV) stake by 0.1% in Q3 2024, buying an estimated $1.01K and bringing the position to 3,905 shares worth $1.03M. The position accounts for 0.36% of the portfolio, ranked #61.

Carmichael Hill & Associates first reported a position in VV in Q4 2017 and has held it in 28 quarters since. 1,099 funds tracked by Wall St. Rank hold VV as of Q3 2024.

  • Carmichael Hill & Associates held 3,905 shares of Vanguard Large-Cap ETF worth $1.03M as of Q3 2024.
  • Carmichael Hill & Associates bought 4 Vanguard Large-Cap ETF shares in Q3 2024, an estimated $1.01K.
  • Vanguard Large-Cap ETF made up 0.36% of Carmichael Hill & Associates's portfolio in Q3 2024, its #61 holding.
  • Carmichael Hill & Associates first reported a position in Vanguard Large-Cap ETF in Q4 2017 and has held it in 28 quarters since.
  • 1,099 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q3 2024.

Based on Carmichael Hill & Associates's 13F filing for Q3 2024, filed 29 Oct 2024.