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Clear Investment Research’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Clear Investment Research’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
-2,290
Closed -$500K – 269
2023
Q4 		$500K Buy
+2,290
New +$468K 0.7% 31

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
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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Clear Investment Research's VV Position: Q1 2024 in Review

Clear Investment Research sold out of Vanguard Morningstar Large-Cap ETF (VV) in Q1 2024, closing a stake of 2,290 shares — an estimated $500K sold.

Clear Investment Research first reported a position in VV in Q4 2023 and held it in 1 quarter. The position peaked at $500K in Q4 2023. 1,045 funds tracked by Wall St. Rank hold VV as of Q1 2024.

  • Clear Investment Research reported no remaining Vanguard Morningstar Large-Cap ETF position as of Q1 2024 after selling out during the quarter.
  • Clear Investment Research sold 2,290 Vanguard Morningstar Large-Cap ETF shares in Q1 2024, an estimated $500K.
  • Clear Investment Research first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2023 and held it in 1 quarter.
  • Clear Investment Research's Vanguard Morningstar Large-Cap ETF position peaked at $500K in Q4 2023.
  • 1,045 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q1 2024.

Based on Clear Investment Research's 13F filing for Q1 2024, filed 2 May 2024.