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

CXI 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
2019 Q4	$136K	Buy	+919	New	+$130K	0.3%	8

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

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

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

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CXI Advisors's VV Position: Q4 2019 in Review

CXI Advisors opened a new position in Vanguard Morningstar Large-Cap ETF (VV) in Q4 2019: 919 shares worth $136K. The stake represents 0.3% of the portfolio and ranks #8 among its holdings.

576 funds tracked by Wall St. Rank hold VV as of Q4 2019.

CXI Advisors held 919 shares of Vanguard Morningstar Large-Cap ETF worth $136K as of Q4 2019.
Vanguard Morningstar Large-Cap ETF was a new CXI Advisors position in Q4 2019.
Vanguard Morningstar Large-Cap ETF made up 0.3% of CXI Advisors's portfolio in Q4 2019, its #8 holding.
576 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q4 2019.

Based on CXI Advisors's 13F filing for Q4 2019, filed 27 Jan 2020.