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FutureAdvisor’s Vanguard Large-Cap ETF VV Stock Holding History

FutureAdvisor’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
2015
Q3 		$522K Buy
+5,930
New +$554K 0.08% 38

Other funds holding VV

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TFA
Transamerica Financial Advisors St. Petersburg, Florida $1.17B AUM 23.36% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

FutureAdvisor's VV Position: Q3 2015 in Review

FutureAdvisor opened a new position in Vanguard Large-Cap ETF (VV) in Q3 2015: 5,930 shares worth $522K. The stake represents 0.08% of the portfolio and ranks #38 among its holdings.

263 funds tracked by Wall St. Rank hold VV as of Q3 2015.

  • FutureAdvisor held 5,930 shares of Vanguard Large-Cap ETF worth $522K as of Q3 2015.
  • Vanguard Large-Cap ETF was a new FutureAdvisor position in Q3 2015.
  • Vanguard Large-Cap ETF made up 0.08% of FutureAdvisor's portfolio in Q3 2015, its #38 holding.
  • 263 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q3 2015.

Based on FutureAdvisor's 13F filing for Q3 2015, filed 17 Nov 2015.