Financial Architects (New Jersey)’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Financial Architects (New Jersey)’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 Q1	–	Sell	-3,143	Closed	-$547K	–	333
2022 Q4	$547K	Buy	+3,143	New	+$551K	0.09%	199
2020 Q3	–	Sell	-85	Closed	-$12K	–	762
2020 Q2	$12K	Sell	85 -15	-15%	-$2.03K	﹤0.01%	627
2020 Q1	$12K	Hold	100	–	–	﹤0.01%	594
2019 Q4	$15K	Hold	100	–	–	﹤0.01%	619
2019 Q3	$14K	Hold	100	–	–	﹤0.01%	669
2019 Q2	$13K	Hold	100	–	–	﹤0.01%	836
2019 Q1	$13K	Hold	100	–	–	﹤0.01%	1030
2018 Q4	$11K	Sell	100 -368	-79%	-$45.6K	﹤0.01%	974
2018 Q3	$62K	Hold	468	–	–	0.01%	574
2018 Q2	$58K	Hold	468	–	–	0.01%	525
2018 Q1	$57K	Hold	468	–	–	0.01%	576
2017 Q4	$57K	Hold	468	–	–	0.01%	645
2017 Q3	$54K	Sell	468 -260	-36%	-$29.4K	0.01%	667
2017 Q2	$81K	Buy	728 +260	+56%	+$28.6K	0.01%	535
2017 Q1	$51K	Sell	468 -50	-10%	-$5.33K	0.01%	651
2016 Q4	$53K	Hold	518	–	–	0.01%	563
2016 Q3	$51K	Hold	518	–	–	0.01%	569
2016 Q2	$50K	Hold	518	–	–	0.01%	538
2016 Q1	$49K	Buy	+518	New	+$46.2K	0.02%	405
2015 Q3	–	Sell	-235	Closed	-$22K	–	913
2015 Q2	$22K	Hold	235	–	–	0.01%	624
2015 Q1	$22K	Hold	235	–	–	0.01%	560
2014 Q4	$22K	Hold	235	–	–	0.01%	516
2014 Q3	$21K	Hold	235	–	–	0.01%	465
2014 Q2	$21K	Buy	+235	New	+$20.5K	0.01%	496
2013 Q4	–	Sell	-235	Closed	-$18K	–	564
2013 Q3	$18K	Hold	235	–	–	0.01%	414
2013 Q2	$17K	Buy	+235	New	+$17.3K	0.01%	393

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

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

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

Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return

Financial Architects (New Jersey)'s VV Position: Q1 2023 in Review

Financial Architects (New Jersey) sold out of Vanguard Morningstar Large-Cap ETF (VV) in Q1 2023, closing a stake of 3,143 shares — an estimated $547K sold.

Financial Architects (New Jersey) first reported a position in VV in Q2 2013 and held it in 26 quarters. The position peaked at $547K in Q4 2022. 894 funds tracked by Wall St. Rank hold VV as of Q1 2023.

Financial Architects (New Jersey) reported no remaining Vanguard Morningstar Large-Cap ETF position as of Q1 2023 after selling out during the quarter.
Financial Architects (New Jersey) sold 3,143 Vanguard Morningstar Large-Cap ETF shares in Q1 2023, an estimated $547K.
Financial Architects (New Jersey) first reported a position in Vanguard Morningstar Large-Cap ETF in Q2 2013 and held it in 26 quarters.
Financial Architects (New Jersey)'s Vanguard Morningstar Large-Cap ETF position peaked at $547K in Q4 2022.
894 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q1 2023.

Based on Financial Architects (New Jersey)'s 13F filing for Q1 2023, filed 12 May 2023.