Clear Perspective Advisors’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Clear Perspective 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
2021 Q4	$210K	Buy	+950	New	+$204K	0.06%	169
2018 Q3	–	Sell	-1,228	Closed	-$153K	–	433
2018 Q2	$153K	Hold	1,228	–	–	0.11%	161
2018 Q1	$149K	Hold	1,228	–	–	0.11%	157
2017 Q4	$151K	Hold	1,228	–	–	0.12%	158
2017 Q3	$142K	Buy	1,228 +158	+15%	+$17.9K	0.12%	157
2017 Q2	$119K	Hold	1,070	–	–	0.1%	160
2017 Q1	$116K	Sell	1,070 -2,200	-67%	-$235K	0.08%	156
2016 Q4	$335K	Buy	+3,270	New	+$327K	0.22%	93

Other funds holding VV

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Clear Perspective Advisors's VV Position: Q4 2021 in Review

Clear Perspective Advisors opened a new position in Vanguard Morningstar Large-Cap ETF (VV) in Q4 2021: 950 shares worth $210K. The stake represents 0.06% of the portfolio and ranks #169 among its holdings. This is a return to the name: Clear Perspective Advisors previously reported a position in VV as recently as Q2 2018.

Clear Perspective Advisors first reported a position in VV in Q4 2016 and has held it in 8 quarters since. The position peaked at $335K in Q4 2016. 864 funds tracked by Wall St. Rank hold VV as of Q4 2021.

Clear Perspective Advisors held 950 shares of Vanguard Morningstar Large-Cap ETF worth $210K as of Q4 2021.
Vanguard Morningstar Large-Cap ETF was a new Clear Perspective Advisors position in Q4 2021.
Vanguard Morningstar Large-Cap ETF made up 0.06% of Clear Perspective Advisors's portfolio in Q4 2021, its #169 holding.
Clear Perspective Advisors first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2016 and has held it in 8 quarters since.
Clear Perspective Advisors's Vanguard Morningstar Large-Cap ETF position peaked at $335K in Q4 2016.
864 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q4 2021.

Based on Clear Perspective Advisors's 13F filing for Q4 2021, filed 17 Feb 2022.