Financial Planning & Information Services’s Vanguard Large-Cap ETF VV Stock Holding History

Financial Planning & Information Services’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	$290K	Buy	+1,100	New	+$279K	0.04%	76
2024 Q2	–	Sell	-1,100	Closed	-$264K	–	90
2024 Q1	$264K	Hold	1,100	–	–	0.04%	75
2023 Q4	$240K	Hold	1,100	–	–	0.04%	75
2023 Q3	$215K	Hold	1,100	–	–	0.04%	79
2023 Q2	$223K	Hold	1,100	–	–	0.04%	80
2023 Q1	$205K	Buy	+1,100	New	+$200K	0.04%	85
2022 Q2	–	Sell	-1,100	Closed	-$229K	–	82
2022 Q1	$229K	Hold	1,100	–	–	0.05%	74
2021 Q4	$243K	Hold	1,100	–	–	0.06%	71
2021 Q3	$221K	Hold	1,100	–	–	0.06%	71
2021 Q2	$221K	Hold	1,100	–	–	0.06%	69
2021 Q1	$204K	Buy	+1,100	New	+$199K	0.06%	68

Other funds holding VV

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Financial Planning & Information Services's VV Position: Q3 2024 in Review

Financial Planning & Information Services opened a new position in Vanguard Large-Cap ETF (VV) in Q3 2024: 1,100 shares worth $290K. The stake represents 0.04% of the portfolio and ranks #76 among its holdings. This is a return to the name: Financial Planning & Information Services previously reported a position in VV as recently as Q1 2024.

Financial Planning & Information Services first reported a position in VV in Q1 2021 and has held it in 11 quarters since. 1,099 funds tracked by Wall St. Rank hold VV as of Q3 2024.

Financial Planning & Information Services held 1,100 shares of Vanguard Large-Cap ETF worth $290K as of Q3 2024.
Vanguard Large-Cap ETF was a new Financial Planning & Information Services position in Q3 2024.
Vanguard Large-Cap ETF made up 0.04% of Financial Planning & Information Services's portfolio in Q3 2024, its #76 holding.
Financial Planning & Information Services first reported a position in Vanguard Large-Cap ETF in Q1 2021 and has held it in 11 quarters since.
1,099 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q3 2024.

Based on Financial Planning & Information Services's 13F filing for Q3 2024, filed 12 Nov 2024.