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First Trust Investment Solutions’s Vanguard Large-Cap ETF VV Stock Holding History

First Trust Investment Solutions’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 		$1.19M Buy
4,517
+217
+5% +$55.1K 0.13% 126
2024
Q2 		$1.07M Sell
4,300
-100
-2% -$24K 0.15% 120
2024
Q1 		$1.05M Hold
4,400
– – 0.19% 96
2023
Q4 		$960K Buy
+4,400
New +$899K 0.2% 99

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 Trust Investment Solutions's VV Position: Q3 2024 in Review

First Trust Investment Solutions increased its Vanguard Large-Cap ETF (VV) stake by 5% in Q3 2024, buying an estimated $55.1K and bringing the position to 4,517 shares worth $1.19M. The position accounts for 0.13% of the portfolio, ranked #126.

First Trust Investment Solutions first reported a position in VV in Q4 2023 and has held it in 4 quarters since. 1,099 funds tracked by Wall St. Rank hold VV as of Q3 2024.

  • First Trust Investment Solutions held 4,517 shares of Vanguard Large-Cap ETF worth $1.19M as of Q3 2024.
  • First Trust Investment Solutions bought 217 Vanguard Large-Cap ETF shares in Q3 2024, an estimated $55.1K.
  • Vanguard Large-Cap ETF made up 0.13% of First Trust Investment Solutions's portfolio in Q3 2024, its #126 holding.
  • First Trust Investment Solutions first reported a position in Vanguard Large-Cap ETF in Q4 2023 and has held it in 4 quarters since.
  • 1,099 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q3 2024.

Based on First Trust Investment Solutions's 13F filing for Q3 2024, filed 13 Nov 2024.