First Long Island Investors’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

First Long Island Investors’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
2021 Q3	–	Sell	-1,250	Closed	-$251K	–	67
2021 Q2	$251K	Hold	1,250	–	–	0.02%	59
2021 Q1	$232K	Hold	1,250	–	–	0.02%	59
2020 Q4	$220K	Buy	+1,250	New	+$208K	0.02%	57

Other funds holding VV

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

NMIFOAC

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

First Long Island Investors's VV Position: Q3 2021 in Review

First Long Island Investors sold out of Vanguard Morningstar Large-Cap ETF (VV) in Q3 2021, closing a stake of 1,250 shares — an estimated $251K sold.

First Long Island Investors first reported a position in VV in Q4 2020 and held it in 3 quarters. The position peaked at $251K in Q2 2021. 768 funds tracked by Wall St. Rank hold VV as of Q3 2021.

First Long Island Investors reported no remaining Vanguard Morningstar Large-Cap ETF position as of Q3 2021 after selling out during the quarter.
First Long Island Investors sold 1,250 Vanguard Morningstar Large-Cap ETF shares in Q3 2021, an estimated $251K.
First Long Island Investors first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2020 and held it in 3 quarters.
First Long Island Investors's Vanguard Morningstar Large-Cap ETF position peaked at $251K in Q2 2021.
768 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q3 2021.

Based on First Long Island Investors's 13F filing for Q3 2021, filed 1 Nov 2021.