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Clearwater Capital Advisors’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Clearwater Capital 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
Q2 		– Sell
-133
Closed -$16K – 552
2018
Q1 		$16K Buy
+133
New +$16.7K ﹤0.01% 420

Other funds holding VV

Jones Financial Companies
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
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Clearwater Capital Advisors's VV Position: Q2 2018 in Review

Clearwater Capital Advisors sold out of Vanguard Morningstar Large-Cap ETF (VV) in Q2 2018, closing a stake of 133 shares — an estimated $16K sold.

Clearwater Capital Advisors first reported a position in VV in Q1 2018 and held it in 1 quarter. The position peaked at $16K in Q1 2018. 426 funds tracked by Wall St. Rank hold VV as of Q2 2018.

  • Clearwater Capital Advisors reported no remaining Vanguard Morningstar Large-Cap ETF position as of Q2 2018 after selling out during the quarter.
  • Clearwater Capital Advisors sold 133 Vanguard Morningstar Large-Cap ETF shares in Q2 2018, an estimated $16K.
  • Clearwater Capital Advisors first reported a position in Vanguard Morningstar Large-Cap ETF in Q1 2018 and held it in 1 quarter.
  • Clearwater Capital Advisors's Vanguard Morningstar Large-Cap ETF position peaked at $16K in Q1 2018.
  • 426 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2018.

Based on Clearwater Capital Advisors's 13F filing for Q2 2018, filed 16 Aug 2018.