Frontier Asset Management’s Vanguard Large-Cap ETF VV Stock Holding History

Frontier Asset Management’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
2023 Q4	–	Sell	-1,201	Closed	-$235K	–	62
2023 Q3	$235K	Sell	1,201 -2,095	-64%	-$427K	0.11%	55
2023 Q2	$668K	Sell	3,296 -131	-4%	-$25.1K	0.3%	40
2023 Q1	$640K	Sell	3,427 -218	-6%	-$39.7K	0.3%	36
2022 Q4	$635K	Buy	+3,645	New	+$639K	0.29%	36

Other funds holding VV

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

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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Frontier Asset Management's VV Position: Q4 2023 in Review

Frontier Asset Management sold out of Vanguard Large-Cap ETF (VV) in Q4 2023, closing a stake of 1,201 shares — an estimated $235K sold.

Frontier Asset Management first reported a position in VV in Q4 2022 and held it in 4 quarters. The position peaked at $668K in Q2 2023. 1,037 funds tracked by Wall St. Rank hold VV as of Q4 2023.

Frontier Asset Management reported no remaining Vanguard Large-Cap ETF position as of Q4 2023 after selling out during the quarter.
Frontier Asset Management sold 1,201 Vanguard Large-Cap ETF shares in Q4 2023, an estimated $235K.
Frontier Asset Management first reported a position in Vanguard Large-Cap ETF in Q4 2022 and held it in 4 quarters.
Frontier Asset Management's Vanguard Large-Cap ETF position peaked at $668K in Q2 2023.
1,037 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q4 2023.

Based on Frontier Asset Management's 13F filing for Q4 2023, filed 13 Feb 2024.