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First Personal Financial Services’s Vanguard Large-Cap ETF VV Stock Holding History

First Personal Financial 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 		$378K Hold
1,435
– – 0.08% 97
2024
Q2 		$358K Hold
1,435
– – 0.08% 99
2024
Q1 		$344K Sell
1,435
-165
-10% -$37.8K 0.08% 98
2023
Q4 		$349K Hold
1,600
– – 0.08% 94
2023
Q3 		$313K Hold
1,600
– – 0.08% 95
2023
Q2 		$324K Sell
1,600
-98
-6% -$18.8K 0.08% 93
2023
Q1 		$317K Hold
1,698
– – 0.08% 94
2022
Q4 		$296K Hold
1,698
– – 0.08% 96
2022
Q3 		$278K Hold
1,698
– – 0.08% 98
2022
Q2 		$293K Hold
1,698
– – 0.08% 92
2022
Q1 		$354K Hold
1,698
– – 0.08% 93
2021
Q4 		$375K Hold
1,698
– – 0.08% 94
2021
Q3 		$341K Hold
1,698
– – 0.08% 99
2021
Q2 		$341K Hold
1,698
– – 0.09% 98
2021
Q1 		$315K Hold
1,698
– – 0.09% 98
2020
Q4 		$298K Hold
1,698
– – 0.09% 98
2020
Q3 		$266K Hold
1,698
– – 0.08% 99
2020
Q2 		$243K Sell
1,698
-100
-6% -$13.5K 0.08% 105
2020
Q1 		$213K Sell
1,798
-60
-3% -$8.43K 0.08% 102
2019
Q4 		$275K Hold
1,858
– – 0.09% 105
2019
Q3 		$253K Hold
1,858
– – 0.08% 117
2019
Q2 		$250K Hold
1,858
– – 0.07% 154
2019
Q1 		$241K Hold
1,858
– – 0.07% 154
2018
Q4 		$213K Hold
1,858
– – 0.07% 154
2018
Q3 		$248K Hold
1,858
– – 0.08% 153
2018
Q2 		$232K Hold
1,858
– – 0.08% 157
2018
Q1 		$225K Buy
1,858
+1,818
+4,545% +$228K 0.05% 200
2017
Q4 		$5K Sell
40
-2,750
-99% -$329K ﹤0.01% 903
2017
Q3 		$322K Buy
2,790
+40
+1% +$4.53K 0.07% 173
2017
Q2 		$305K Sell
2,750
-550
-17% -$60.5K 0.07% 179
2017
Q1 		$357K Hold
3,300
– – 0.09% 147
2016
Q4 		$338K Hold
3,300
– – 0.09% 153
2016
Q3 		$327K Hold
3,300
– – 0.1% 134
2016
Q2 		$316K Buy
+3,300
New +$313K 0.11% 130

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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

First Personal Financial Services's VV Position: Q3 2024 in Review

First Personal Financial Services held its Vanguard Large-Cap ETF (VV) position steady in Q3 2024 at 1,435 shares worth $378K. The position accounts for 0.08% of the portfolio, ranked #97.

First Personal Financial Services first reported a position in VV in Q2 2016 and has held it in 34 quarters since. 1,099 funds tracked by Wall St. Rank hold VV as of Q3 2024.

  • First Personal Financial Services held 1,435 shares of Vanguard Large-Cap ETF worth $378K as of Q3 2024.
  • First Personal Financial Services left its Vanguard Large-Cap ETF share count unchanged in Q3 2024.
  • Vanguard Large-Cap ETF made up 0.08% of First Personal Financial Services's portfolio in Q3 2024, its #97 holding.
  • First Personal Financial Services first reported a position in Vanguard Large-Cap ETF in Q2 2016 and has held it in 34 quarters since.
  • 1,099 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q3 2024.

Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.