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FormulaFolio Investments’s Vanguard Large-Cap ETF VV Stock Holding History

FormulaFolio Investments’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
Q2 		$6K Hold
30
– – ﹤0.01% 330
2021
Q1 		$6K Sell
30
-1,812
-98% -$328K ﹤0.01% 333
2020
Q4 		$324K Buy
+1,842
New +$306K 0.01% 519

Other funds holding VV

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

FormulaFolio Investments's VV Position: Q2 2021 in Review

FormulaFolio Investments held its Vanguard Large-Cap ETF (VV) position steady in Q2 2021 at 30 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #330.

FormulaFolio Investments first reported a position in VV in Q4 2020 and has held it in 3 quarters since. The position peaked at $324K in Q4 2020. 748 funds tracked by Wall St. Rank hold VV as of Q2 2021.

  • FormulaFolio Investments held 30 shares of Vanguard Large-Cap ETF worth $6K as of Q2 2021.
  • FormulaFolio Investments left its Vanguard Large-Cap ETF share count unchanged in Q2 2021.
  • Vanguard Large-Cap ETF made up ﹤0.01% of FormulaFolio Investments's portfolio in Q2 2021, its #330 holding.
  • FormulaFolio Investments first reported a position in Vanguard Large-Cap ETF in Q4 2020 and has held it in 3 quarters since.
  • FormulaFolio Investments's Vanguard Large-Cap ETF position peaked at $324K in Q4 2020.
  • 748 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q2 2021.

Based on FormulaFolio Investments's 13F filing for Q2 2021, filed 28 Jul 2021.