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

Emerson Wealth’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
Q2 		$14.8M Buy
85,970
+1,035
+1% +$194K 9.7% 4
2022
Q1 		$17.7M Buy
84,935
+1,782
+2% +$366K 9.8% 4
2021
Q4 		$18.4M Sell
83,153
-6,152
-7% -$1.32M 9.58% 4
2021
Q3 		$17.9M Sell
89,305
-1,990
-2% -$411K 10% 4
2021
Q2 		$18.3M Sell
91,295
-542
-0.6% -$106K 10.1% 4
2021
Q1 		$17M Sell
91,837
-1,890
-2% -$342K 10.12% 4
2020
Q4 		$16.5M Sell
93,727
-800
-0.8% -$133K 9.73% 4
2020
Q3 		$14.8M Buy
94,527
+95
+0.1% +$14.6K 9.97% 4
2020
Q2 		$13.5M Buy
94,432
+19,221
+26% +$2.6M 9.55% 4
2020
Q1 		$8.91M Buy
75,211
+52,587
+232% +$7.39M 7.91% 4
2019
Q4 		$3.35M Buy
22,624
+1,850
+9% +$262K 2.25% 7
2019
Q3 		$2.83M Hold
20,774
– – 2.09% 7
2019
Q2 		$2.8M Buy
20,774
+267
+1% +$35.3K 2.06% 7
2019
Q1 		$2.66M Buy
20,507
+10,768
+111% +$1.35M 2.03% 8
2018
Q4 		$1.12M Buy
+9,739
New +$1.21M 1.08% 11

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

Emerson Wealth's VV Position: Q2 2022 in Review

Emerson Wealth increased its Vanguard Large-Cap ETF (VV) stake by 1.2% in Q2 2022, buying an estimated $194K and bringing the position to 85,970 shares worth $14.8M. The position accounts for 9.7% of the portfolio, ranked #4.

Emerson Wealth first reported a position in VV in Q4 2018 and has held it in 15 quarters since. The position peaked at $18.4M in Q4 2021. 847 funds tracked by Wall St. Rank hold VV as of Q2 2022.

  • Emerson Wealth held 85,970 shares of Vanguard Large-Cap ETF worth $14.8M as of Q2 2022.
  • Emerson Wealth bought 1,035 Vanguard Large-Cap ETF shares in Q2 2022, an estimated $194K.
  • Vanguard Large-Cap ETF made up 9.7% of Emerson Wealth's portfolio in Q2 2022, its #4 holding.
  • Emerson Wealth first reported a position in Vanguard Large-Cap ETF in Q4 2018 and has held it in 15 quarters since.
  • Emerson Wealth's Vanguard Large-Cap ETF position peaked at $18.4M in Q4 2021.
  • 847 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q2 2022.

Based on Emerson Wealth's 13F filing for Q2 2022, filed 3 Aug 2022.