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Gratus Capital’s Vanguard Large-Cap ETF VV Stock Holding History

Gratus Capital’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
2024
Q2 		$499K Hold
2,000
– – 0.02% 253
2024
Q1 		$480K Hold
2,000
– – 0.02% 231
2023
Q4 		$436K Hold
2,000
– – 0.02% 198
2023
Q3 		$391K Hold
2,000
– – 0.03% 191
2023
Q2 		$405K Buy
+2,000
New +$383K 0.03% 189

Other funds holding VV

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Creative Planning
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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Gratus Capital's VV Position: Q2 2024 in Review

Gratus Capital held its Vanguard Large-Cap ETF (VV) position steady in Q2 2024 at 2,000 shares worth $499K. The position accounts for 0.02% of the portfolio, ranked #253.

Gratus Capital first reported a position in VV in Q2 2023 and has held it in 5 quarters since. 1,042 funds tracked by Wall St. Rank hold VV as of Q2 2024.

  • Gratus Capital held 2,000 shares of Vanguard Large-Cap ETF worth $499K as of Q2 2024.
  • Gratus Capital left its Vanguard Large-Cap ETF share count unchanged in Q2 2024.
  • Vanguard Large-Cap ETF made up 0.02% of Gratus Capital's portfolio in Q2 2024, its #253 holding.
  • Gratus Capital first reported a position in Vanguard Large-Cap ETF in Q2 2023 and has held it in 5 quarters since.
  • 1,042 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q2 2024.

Based on Gratus Capital's 13F filing for Q2 2024, filed 25 Jul 2024.