Clarfeld Financial Advisors’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Clarfeld Financial 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
2018 Q4	$39K	Buy	+342	New	+$42.3K	0.03%	117

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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Clarfeld Financial Advisors's VV Position: Q4 2018 in Review

Clarfeld Financial Advisors opened a new position in Vanguard Morningstar Large-Cap ETF (VV) in Q4 2018: 342 shares worth $39K. The stake represents 0.03% of the portfolio and ranks #117 among its holdings.

458 funds tracked by Wall St. Rank hold VV as of Q4 2018.

Clarfeld Financial Advisors held 342 shares of Vanguard Morningstar Large-Cap ETF worth $39K as of Q4 2018.
Vanguard Morningstar Large-Cap ETF was a new Clarfeld Financial Advisors position in Q4 2018.
Vanguard Morningstar Large-Cap ETF made up 0.03% of Clarfeld Financial Advisors's portfolio in Q4 2018, its #117 holding.
458 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q4 2018.

Based on Clarfeld Financial Advisors's 13F filing for Q4 2018, filed 15 Feb 2019.