Fullen Financial Group’s Vanguard Large-Cap ETF VV Stock Holding History

Fullen Financial Group’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 Q1	$221K	Buy	1,167 +4	+0.3%	+$728	0.12%	57
2022 Q4	$216K	Buy	1,163 +6	+0.5%	+$1.05K	0.12%	58
2022 Q3	$204K	Buy	+1,157	New	+$210K	0.13%	58
2022 Q2	–	Sell	-1,148	Closed	-$239K	–	61
2022 Q1	$239K	Buy	1,148 +4	+0.3%	+$822	0.14%	57
2021 Q4	$253K	Buy	1,144 +4	+0.4%	+$858	0.14%	55
2021 Q3	$243K	Buy	1,140 +3	+0.3%	+$620	0.14%	54
2021 Q2	$228K	Buy	1,137 +4	+0.4%	+$781	0.13%	58
2021 Q1	$210K	Buy	+1,133	New	+$205K	0.13%	57

Other funds holding VV

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return

Fullen Financial Group's VV Position: Q1 2023 in Review

Fullen Financial Group increased its Vanguard Large-Cap ETF (VV) stake by 0.34% in Q1 2023, buying an estimated $728 and bringing the position to 1,167 shares worth $221K. The position accounts for 0.12% of the portfolio, ranked #57.

Fullen Financial Group first reported a position in VV in Q1 2021 and has held it in 8 quarters since. The position peaked at $253K in Q4 2021. 894 funds tracked by Wall St. Rank hold VV as of Q1 2023.

Fullen Financial Group held 1,167 shares of Vanguard Large-Cap ETF worth $221K as of Q1 2023.
Fullen Financial Group bought 4 Vanguard Large-Cap ETF shares in Q1 2023, an estimated $728.
Vanguard Large-Cap ETF made up 0.12% of Fullen Financial Group's portfolio in Q1 2023, its #57 holding.
Fullen Financial Group first reported a position in Vanguard Large-Cap ETF in Q1 2021 and has held it in 8 quarters since.
Fullen Financial Group's Vanguard Large-Cap ETF position peaked at $253K in Q4 2021.
894 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q1 2023.

Based on Fullen Financial Group's 13F filing for Q1 2023, filed 30 May 2023.