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Fernwood Investment Management’s Vanguard Large-Cap ETF VV Stock Holding History

Fernwood Investment 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
Q2 		– Sell
-610
Closed -$146K – 678
2024
Q1 		$146K Buy
+610
New +$140K 0.04% 228

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
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Fernwood Investment Management's VV Position: Q2 2024 in Review

Fernwood Investment Management sold out of Vanguard Large-Cap ETF (VV) in Q2 2024, closing a stake of 610 shares — an estimated $146K sold.

Fernwood Investment Management first reported a position in VV in Q1 2024 and held it in 1 quarter. The position peaked at $146K in Q1 2024. 1,042 funds tracked by Wall St. Rank hold VV as of Q2 2024.

  • Fernwood Investment Management reported no remaining Vanguard Large-Cap ETF position as of Q2 2024 after selling out during the quarter.
  • Fernwood Investment Management sold 610 Vanguard Large-Cap ETF shares in Q2 2024, an estimated $146K.
  • Fernwood Investment Management first reported a position in Vanguard Large-Cap ETF in Q1 2024 and held it in 1 quarter.
  • Fernwood Investment Management's Vanguard Large-Cap ETF position peaked at $146K in Q1 2024.
  • 1,042 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q2 2024.

Based on Fernwood Investment Management's 13F filing for Q2 2024, filed 31 Jul 2024.