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Crosspoint Capital Strategies’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Crosspoint Capital Strategies’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
2016
Q1 		– Sell
-1,499
Closed -$141K – 813
2015
Q4 		$141K Sell
1,499
-1,816
-55% -$171K 0.04% 273
2015
Q3 		$292K Buy
+3,315
New +$309K 0.34% 74

Other funds holding VV

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
TFA
Transamerica Financial Advisors St. Petersburg, Florida $1.18B AUM 31.24% 1-Year Est. Return

Crosspoint Capital Strategies's VV Position: Q1 2016 in Review

Crosspoint Capital Strategies sold out of Vanguard Morningstar Large-Cap ETF (VV) in Q1 2016, closing a stake of 1,499 shares — an estimated $141K sold.

Crosspoint Capital Strategies first reported a position in VV in Q3 2015 and held it in 2 quarters. The position peaked at $292K in Q3 2015. 292 funds tracked by Wall St. Rank hold VV as of Q1 2016.

  • Crosspoint Capital Strategies reported no remaining Vanguard Morningstar Large-Cap ETF position as of Q1 2016 after selling out during the quarter.
  • Crosspoint Capital Strategies sold 1,499 Vanguard Morningstar Large-Cap ETF shares in Q1 2016, an estimated $141K.
  • Crosspoint Capital Strategies first reported a position in Vanguard Morningstar Large-Cap ETF in Q3 2015 and held it in 2 quarters.
  • Crosspoint Capital Strategies's Vanguard Morningstar Large-Cap ETF position peaked at $292K in Q3 2015.
  • 292 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q1 2016.

Based on Crosspoint Capital Strategies's 13F filing for Q1 2016, filed 16 May 2016.