Cascadia Advisory Services’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Cascadia Advisory Services’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	$228K	Buy	+1,542	New	+$218K	0.06%	222

Other funds holding VV

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 Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cascadia Advisory Services's VV Position: Q4 2019 in Review

Cascadia Advisory Services opened a new position in Vanguard Morningstar Large-Cap ETF (VV) in Q4 2019: 1,542 shares worth $228K. The stake represents 0.06% of the portfolio and ranks #222 among its holdings.

576 funds tracked by Wall St. Rank hold VV as of Q4 2019.

Cascadia Advisory Services held 1,542 shares of Vanguard Morningstar Large-Cap ETF worth $228K as of Q4 2019.
Vanguard Morningstar Large-Cap ETF was a new Cascadia Advisory Services position in Q4 2019.
Vanguard Morningstar Large-Cap ETF made up 0.06% of Cascadia Advisory Services's portfolio in Q4 2019, its #222 holding.
576 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q4 2019.

Based on Cascadia Advisory Services's 13F filing for Q4 2019, filed 11 Feb 2020.