EFM
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E Fund Management’s Vanguard Large-Cap ETF VV Stock Holding History

E Fund 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
2024
Q3 		– Sell
-4,074
Closed -$1.02M – 371
2024
Q2 		$1.02M Buy
+4,074
New +$979K 0.06% 126

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

E Fund Management's VV Position: Q3 2024 in Review

E Fund Management sold out of Vanguard Large-Cap ETF (VV) in Q3 2024, closing a stake of 4,074 shares — an estimated $1.02M sold.

E Fund Management first reported a position in VV in Q2 2024 and held it in 1 quarter. The position peaked at $1.02M in Q2 2024. 1,099 funds tracked by Wall St. Rank hold VV as of Q3 2024.

  • E Fund Management reported no remaining Vanguard Large-Cap ETF position as of Q3 2024 after selling out during the quarter.
  • E Fund Management sold 4,074 Vanguard Large-Cap ETF shares in Q3 2024, an estimated $1.02M.
  • E Fund Management first reported a position in Vanguard Large-Cap ETF in Q2 2024 and held it in 1 quarter.
  • E Fund Management's Vanguard Large-Cap ETF position peaked at $1.02M in Q2 2024.
  • 1,099 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q3 2024.

Based on E Fund Management's 13F filing for Q3 2024, filed 13 Nov 2024.