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

Frontier Wealth 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
2022 Q2	$349K	Buy	2,024 +12	+0.6%	+$2.25K	0.03%	283
2022 Q1	$406K	Buy	2,012 +10	+0.5%	+$2.05K	0.01%	274
2021 Q4	$443K	Buy	2,002 +76	+4%	+$16.3K	0.03%	280
2021 Q3	$387K	Buy	1,926 +4	+0.2%	+$827	0.03%	299
2021 Q2	$386K	Buy	1,922 +9	+0.5%	+$1.76K	0.03%	301
2021 Q1	$355K	Buy	1,913 +100	+6%	+$18.1K	0.03%	282
2020 Q4	$319K	Buy	1,813 +36	+2%	+$5.98K	0.03%	286
2020 Q3	$278K	Buy	1,777 +8	+0.5%	+$1.23K	0.03%	294
2020 Q2	$253K	Buy	1,769 +2	+0.1%	+$270	0.02%	298
2020 Q1	$209K	Buy	+1,767	New	+$248K	0.03%	264
2019 Q4	–	Sell	-1,577	Closed	-$215K	–	328
2019 Q3	$215K	Buy	1,577 +11	+0.7%	+$1.49K	0.03%	277
2019 Q2	$211K	Sell	1,566 -855	-35%	-$113K	0.03%	275
2019 Q1	$314K	Buy	2,421 +6	+0.2%	+$750	0.04%	270
2018 Q4	$277K	Buy	2,415 +314	+15%	+$38.9K	0.04%	274
2018 Q3	$281K	Sell	2,101 -93	-4%	-$12.2K	0.03%	314
2018 Q2	$274K	Buy	2,194 +15	+0.7%	+$1.86K	0.04%	302
2018 Q1	$264K	Buy	+2,179	New	+$274K	0.04%	321
2017 Q4	–	Sell	-2,138	Closed	-$247K	–	405
2017 Q3	$247K	Buy	+2,138	New	+$242K	0.04%	326

Other funds holding VV

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

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

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 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

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

Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Frontier Wealth Management's VV Position: Q2 2022 in Review

Frontier Wealth Management increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 0.6% in Q2 2022, buying an estimated $2.25K and bringing the position to 2,024 shares worth $349K. The position accounts for 0.03% of the portfolio, ranked #283.

Frontier Wealth Management first reported a position in VV in Q3 2017 and has held it in 18 quarters since. The position peaked at $443K in Q4 2021. 847 funds tracked by Wall St. Rank hold VV as of Q2 2022.

Frontier Wealth Management held 2,024 shares of Vanguard Morningstar Large-Cap ETF worth $349K as of Q2 2022.
Frontier Wealth Management bought 12 Vanguard Morningstar Large-Cap ETF shares in Q2 2022, an estimated $2.25K.
Vanguard Morningstar Large-Cap ETF made up 0.03% of Frontier Wealth Management's portfolio in Q2 2022, its #283 holding.
Frontier Wealth Management first reported a position in Vanguard Morningstar Large-Cap ETF in Q3 2017 and has held it in 18 quarters since.
Frontier Wealth Management's Vanguard Morningstar Large-Cap ETF position peaked at $443K in Q4 2021.
847 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2022.

Based on Frontier Wealth Management's 13F filing for Q2 2022, filed 12 Aug 2022.