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Family Asset Management’s Vanguard Large-Cap ETF VV Stock Holding History

Family Asset 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 		$98.7K Hold
375
– – 0.06% 121
2024
Q2 		$93.6K Buy
+375
New +$90.1K 0.06% 123

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

Family Asset Management's VV Position: Q3 2024 in Review

Family Asset Management held its Vanguard Large-Cap ETF (VV) position steady in Q3 2024 at 375 shares worth $98.7K. The position accounts for 0.06% of the portfolio, ranked #121.

Family Asset Management first reported a position in VV in Q2 2024 and has held it in 2 quarters since. 1,099 funds tracked by Wall St. Rank hold VV as of Q3 2024.

  • Family Asset Management held 375 shares of Vanguard Large-Cap ETF worth $98.7K as of Q3 2024.
  • Family Asset Management left its Vanguard Large-Cap ETF share count unchanged in Q3 2024.
  • Vanguard Large-Cap ETF made up 0.06% of Family Asset Management's portfolio in Q3 2024, its #121 holding.
  • Family Asset Management first reported a position in Vanguard Large-Cap ETF in Q2 2024 and has held it in 2 quarters since.
  • 1,099 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q3 2024.

Based on Family Asset Management's 13F filing for Q3 2024, filed 30 Oct 2024.