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

Endurance 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
2023
Q2 		$4K Hold
22
– – ﹤0.01% 565
2023
Q1 		$4K Hold
22
– – ﹤0.01% 568
2022
Q4 		$4K Buy
+22
New +$3.86K ﹤0.01% 549

Other funds holding VV

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 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 $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SC
Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Endurance Wealth Management's VV Position: Q2 2023 in Review

Endurance Wealth Management held its Vanguard Morningstar Large-Cap ETF (VV) position steady in Q2 2023 at 22 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #565.

Endurance Wealth Management first reported a position in VV in Q4 2022 and has held it in 3 quarters since. 928 funds tracked by Wall St. Rank hold VV as of Q2 2023.

  • Endurance Wealth Management held 22 shares of Vanguard Morningstar Large-Cap ETF worth $4K as of Q2 2023.
  • Endurance Wealth Management left its Vanguard Morningstar Large-Cap ETF share count unchanged in Q2 2023.
  • Vanguard Morningstar Large-Cap ETF made up ﹤0.01% of Endurance Wealth Management's portfolio in Q2 2023, its #565 holding.
  • Endurance Wealth Management first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2022 and has held it in 3 quarters since.
  • 928 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2023.

Based on Endurance Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.