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Doyle Wealth Management’s Vanguard Large-Cap ETF VV Stock Holding History

Doyle Wealth Management’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
2022
Q3 		$364K Buy
2,223
+5
+0.2% +$909 0.03% 149
2022
Q2 		$382K Buy
2,218
+4
+0.2% +$751 0.03% 149
2022
Q1 		$462K Buy
2,214
+4
+0.2% +$822 0.03% 159
2021
Q4 		$489K Sell
2,210
-205
-8% -$44K 0.04% 145
2021
Q3 		$485K Buy
2,415
+613
+34% +$127K 0.04% 142
2021
Q2 		$362K Buy
1,802
+3
+0.2% +$586 0.03% 165
2021
Q1 		$333K Sell
1,799
-284
-14% -$51.5K 0.03% 166
2020
Q4 		$366K Sell
2,083
-69
-3% -$11.5K 0.04% 157
2020
Q3 		$337K Buy
2,152
+5
+0.2% +$771 0.04% 142
2020
Q2 		$307K Buy
2,147
+7
+0.3% +$946 0.04% 141
2020
Q1 		$253K Buy
2,140
+8
+0.4% +$1.12K 0.04% 153
2019
Q4 		$315K Sell
2,132
-50
-2% -$7.07K 0.04% 156
2019
Q3 		$297K Buy
2,182
+12
+0.6% +$1.63K 0.04% 156
2019
Q2 		$292K Hold
2,170
– – 0.04% 158
2019
Q1 		$287K Buy
2,170
+8
+0.4% +$1K 0.04% 152
2018
Q4 		$248K Buy
2,162
+15
+0.7% +$1.86K 0.04% 160
2018
Q3 		$287K Hold
2,147
– – 0.04% 154
2018
Q2 		$268K Sell
2,147
-503
-19% -$62.5K 0.04% 153
2018
Q1 		$321K Buy
2,650
+8
+0.3% +$1K 0.05% 127
2017
Q4 		$324K Buy
2,642
+9
+0.3% +$1.07K 0.05% 126
2017
Q3 		$304K Buy
2,633
+10
+0.4% +$1.13K 0.05% 118
2017
Q2 		$291K Buy
2,623
+8
+0.3% +$880 0.05% 114
2017
Q1 		$283K Buy
+2,615
New +$279K 0.06% 112

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
SC
Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
PFO
Pathstone Family Office Englewood, New Jersey $13.1B AUM 21.02% 1-Year Est. Return

Doyle Wealth Management's VV Position: Q3 2022 in Review

Doyle Wealth Management increased its Vanguard Large-Cap ETF (VV) stake by 0.23% in Q3 2022, buying an estimated $909 and bringing the position to 2,223 shares worth $364K. The position accounts for 0.03% of the portfolio, ranked #149.

Doyle Wealth Management first reported a position in VV in Q1 2017 and has held it in 23 quarters since. The position peaked at $489K in Q4 2021. 821 funds tracked by Wall St. Rank hold VV as of Q3 2022.

  • Doyle Wealth Management held 2,223 shares of Vanguard Large-Cap ETF worth $364K as of Q3 2022.
  • Doyle Wealth Management bought 5 Vanguard Large-Cap ETF shares in Q3 2022, an estimated $909.
  • Vanguard Large-Cap ETF made up 0.03% of Doyle Wealth Management's portfolio in Q3 2022, its #149 holding.
  • Doyle Wealth Management first reported a position in Vanguard Large-Cap ETF in Q1 2017 and has held it in 23 quarters since.
  • Doyle Wealth Management's Vanguard Large-Cap ETF position peaked at $489K in Q4 2021.
  • 821 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q3 2022.

Based on Doyle Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.