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

Goodman Financial’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
2018
Q1 		– Sell
-1,792
Closed -$220K – 131
2017
Q4 		$220K Sell
1,792
-95
-5% -$11.4K 0.1% 50
2017
Q3 		$218K Buy
1,887
+40
+2% +$4.53K 0.11% 45
2017
Q2 		$205K Sell
1,847
-280
-13% -$30.8K 0.11% 41
2017
Q1 		$230K Sell
2,127
-25
-1% -$2.67K 0.12% 41
2016
Q4 		$220K Sell
2,152
-25
-1% -$2.5K 0.12% 40
2016
Q3 		$216K Buy
2,177
+50
+2% +$4.95K 0.13% 40
2016
Q2 		$204K Sell
2,127
-80
-4% -$7.59K 0.12% 41
2016
Q1 		$207K Buy
+2,207
New +$197K 0.13% 44
2014
Q4 		– Sell
-2,237
Closed -$202K – 48
2014
Q3 		$202K Sell
2,237
-130
-5% -$11.8K 0.14% 41
2014
Q2 		$213K Sell
2,367
-30
-1% -$2.62K 0.13% 42
2014
Q1 		$206K Sell
2,397
-345
-13% -$29.1K 0.13% 42
2013
Q4 		$233K Buy
+2,742
New +$223K 0.15% 40

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goodman Financial's VV Position: Q1 2018 in Review

Goodman Financial sold out of Vanguard Large-Cap ETF (VV) in Q1 2018, closing a stake of 1,792 shares — an estimated $220K sold.

Goodman Financial first reported a position in VV in Q4 2013 and held it in 12 quarters. The position peaked at $233K in Q4 2013. 427 funds tracked by Wall St. Rank hold VV as of Q1 2018.

  • Goodman Financial reported no remaining Vanguard Large-Cap ETF position as of Q1 2018 after selling out during the quarter.
  • Goodman Financial sold 1,792 Vanguard Large-Cap ETF shares in Q1 2018, an estimated $220K.
  • Goodman Financial first reported a position in Vanguard Large-Cap ETF in Q4 2013 and held it in 12 quarters.
  • Goodman Financial's Vanguard Large-Cap ETF position peaked at $233K in Q4 2013.
  • 427 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q1 2018.

Based on Goodman Financial's 13F filing for Q1 2018, filed 7 May 2018.