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

Efficient Market 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
2017 Q1	$1.9M	Sell	17,575 -1,454	-8%	-$155K	0.26%	29
2016 Q4	$1.95M	Sell	19,029 -59	-0.3%	-$5.91K	0.29%	29
2016 Q3	$1.89M	Sell	19,088 -1,650	-8%	-$163K	0.29%	26
2016 Q2	$1.99M	Sell	20,738 -4,151	-17%	-$394K	0.33%	27
2016 Q1	$2.34M	Sell	24,889 -1,611	-6%	-$144K	0.4%	27
2015 Q4	$2.48M	Sell	26,500 -11,273	-30%	-$1.06M	0.53%	24
2015 Q3	$3.33M	Sell	37,773 -2,990	-7%	-$279K	0.79%	20
2015 Q2	$3.87M	Sell	40,763 -18,528	-31%	-$1.79M	0.9%	20
2015 Q1	$5.64M	Sell	59,291 -5,717	-9%	-$543K	1.3%	16
2014 Q4	$6.14M	Buy	65,008 +5,675	+10%	+$524K	1.5%	16
2014 Q3	$5.37M	Sell	59,333 -12,104	-17%	-$1.1M	1.42%	17
2014 Q2	$6.43M	Sell	71,437 -7,191	-9%	-$628K	1.63%	17
2014 Q1	$6.76M	Sell	78,628 -1,593	-2%	-$135K	1.8%	16
2013 Q4	$6.8M	Buy	80,221 +3,845	+5%	+$313K	2.01%	15
2013 Q3	$5.91M	Sell	76,376 -3,829	-5%	-$294K	1.91%	16
2013 Q2	$5.89M	Buy	+80,205	New	+$5.91M	2.14%	15

Other funds holding VV

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

SBSB

Sullivan, Bruyette, Speros & Blaney Mclean, Virginia $2.27B AUM 50.71% 1-Year Est. Return

Efficient Market Advisors's VV Position: Q1 2017 in Review

Efficient Market Advisors reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 7.6% in Q1 2017, selling an estimated $155K and leaving 17,575 shares worth $1.9M. The position accounts for 0.26% of the portfolio, ranked #29.

Efficient Market Advisors first reported a position in VV in Q2 2013 and has held it in 16 quarters since. The position peaked at $6.8M in Q4 2013. 350 funds tracked by Wall St. Rank hold VV as of Q1 2017.

Efficient Market Advisors held 17,575 shares of Vanguard Morningstar Large-Cap ETF worth $1.9M as of Q1 2017.
Efficient Market Advisors sold 1,454 Vanguard Morningstar Large-Cap ETF shares in Q1 2017, an estimated $155K.
Vanguard Morningstar Large-Cap ETF made up 0.26% of Efficient Market Advisors's portfolio in Q1 2017, its #29 holding.
Efficient Market Advisors first reported a position in Vanguard Morningstar Large-Cap ETF in Q2 2013 and has held it in 16 quarters since.
Efficient Market Advisors's Vanguard Morningstar Large-Cap ETF position peaked at $6.8M in Q4 2013.
350 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q1 2017.

Based on Efficient Market Advisors's 13F filing for Q1 2017, filed 26 Apr 2017.