Clarkston Capital Partners’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Clarkston Capital Partners’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 Q1	–	Sell	-206	Closed	-$44.9K	–	168
2023 Q4	$44.9K	Buy	+206	New	+$42.1K	﹤0.01%	152
2021 Q3	–	Sell	-2,000	Closed	-$402K	–	190
2021 Q2	$402K	Hold	2,000	–	–	0.01%	115
2021 Q1	$371K	Hold	2,000	–	–	0.01%	119
2020 Q4	$351K	Buy	+2,000	New	+$332K	0.01%	96

Other funds holding VV

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

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

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

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

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

Clarkston Capital Partners's VV Position: Q1 2024 in Review

Clarkston Capital Partners sold out of Vanguard Morningstar Large-Cap ETF (VV) in Q1 2024, closing a stake of 206 shares — an estimated $44.9K sold.

Clarkston Capital Partners first reported a position in VV in Q4 2020 and held it in 4 quarters. The position peaked at $402K in Q2 2021. 1,046 funds tracked by Wall St. Rank hold VV as of Q1 2024.

Clarkston Capital Partners reported no remaining Vanguard Morningstar Large-Cap ETF position as of Q1 2024 after selling out during the quarter.
Clarkston Capital Partners sold 206 Vanguard Morningstar Large-Cap ETF shares in Q1 2024, an estimated $44.9K.
Clarkston Capital Partners first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2020 and held it in 4 quarters.
Clarkston Capital Partners's Vanguard Morningstar Large-Cap ETF position peaked at $402K in Q2 2021.
1,046 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q1 2024.

Based on Clarkston Capital Partners's 13F filing for Q1 2024, filed 14 May 2024.