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Financial Counselors Inc’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Financial Counselors Inc’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 		– Sell
-1,180
Closed -$295K – 599
2024
Q2 		$295K Sell
1,180
-12
-1% -$2.88K ﹤0.01% 497
2024
Q1 		$286K Hold
1,192
– – ﹤0.01% 507
2023
Q4 		$260K Hold
1,192
– – ﹤0.01% 520
2023
Q3 		$233K Hold
1,192
– – ﹤0.01% 512
2023
Q2 		$242K Hold
1,192
– – ﹤0.01% 460
2023
Q1 		$223K Hold
1,192
– – ﹤0.01% 475
2022
Q4 		$208K Buy
+1,192
New +$209K ﹤0.01% 476
2022
Q3 		– Sell
-1,346
Closed -$232K – 511
2022
Q2 		$232K Sell
1,346
-48
-3% -$9.01K 0.01% 462
2022
Q1 		$291K Hold
1,394
– – 0.01% 433
2021
Q4 		$308K Sell
1,394
-48
-3% -$10.3K 0.01% 420
2021
Q3 		$290K Sell
1,442
-41
-3% -$8.47K 0.01% 457
2021
Q2 		$298K Buy
1,483
+49
+3% +$9.56K 0.01% 456
2021
Q1 		$266K Hold
1,434
– – 0.01% 467
2020
Q4 		$252K Sell
1,434
-50
-3% -$8.31K 0.01% 474
2020
Q3 		$232K Hold
1,484
– – 0.01% 448
2020
Q2 		$212K Buy
+1,484
New +$201K 0.01% 471
2020
Q1 		– Sell
-1,484
Closed -$219K – 554
2019
Q4 		$219K Buy
+1,484
New +$210K 0.01% 502
2018
Q2 		– Sell
-1,659
Closed -$201K – 511
2018
Q1 		$201K Sell
1,659
-284
-15% -$35.7K 0.01% 454
2017
Q4 		$238K Buy
+1,943
New +$232K 0.01% 435
2017
Q3 		– Sell
-2,246
Closed -$249K – 507
2017
Q2 		$249K Buy
+2,246
New +$247K 0.01% 430

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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Financial Counselors Inc's VV Position: Q3 2024 in Review

Financial Counselors Inc sold out of Vanguard Morningstar Large-Cap ETF (VV) in Q3 2024, closing a stake of 1,180 shares — an estimated $295K sold.

Financial Counselors Inc first reported a position in VV in Q2 2017 and held it in 20 quarters. The position peaked at $308K in Q4 2021. 1,100 funds tracked by Wall St. Rank hold VV as of Q3 2024.

  • Financial Counselors Inc reported no remaining Vanguard Morningstar Large-Cap ETF position as of Q3 2024 after selling out during the quarter.
  • Financial Counselors Inc sold 1,180 Vanguard Morningstar Large-Cap ETF shares in Q3 2024, an estimated $295K.
  • Financial Counselors Inc first reported a position in Vanguard Morningstar Large-Cap ETF in Q2 2017 and held it in 20 quarters.
  • Financial Counselors Inc's Vanguard Morningstar Large-Cap ETF position peaked at $308K in Q4 2021.
  • 1,100 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q3 2024.

Based on Financial Counselors Inc's 13F filing for Q3 2024, filed 14 Nov 2024.