Clear Harbor Asset Management’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Clear Harbor Asset Management’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
2020 Q4	–	Sell	-678	Closed	-$106K	–	726
2020 Q3	$106K	Buy	+678	New	+$105K	0.02%	306
2020 Q1	–	Sell	-713	Closed	-$105K	–	683
2019 Q4	$105K	Buy	+713	New	+$101K	0.02%	332

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

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

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

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

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

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

Clear Harbor Asset Management's VV Position: Q4 2020 in Review

Clear Harbor Asset Management sold out of Vanguard Morningstar Large-Cap ETF (VV) in Q4 2020, closing a stake of 678 shares — an estimated $106K sold.

Clear Harbor Asset Management first reported a position in VV in Q4 2019 and held it in 2 quarters. The position peaked at $106K in Q3 2020. 699 funds tracked by Wall St. Rank hold VV as of Q4 2020.

Clear Harbor Asset Management reported no remaining Vanguard Morningstar Large-Cap ETF position as of Q4 2020 after selling out during the quarter.
Clear Harbor Asset Management sold 678 Vanguard Morningstar Large-Cap ETF shares in Q4 2020, an estimated $106K.
Clear Harbor Asset Management first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2019 and held it in 2 quarters.
Clear Harbor Asset Management's Vanguard Morningstar Large-Cap ETF position peaked at $106K in Q3 2020.
699 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q4 2020.

Based on Clear Harbor Asset Management's 13F filing for Q4 2020, filed 4 Feb 2021.