HC Financial Advisors’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

HC Financial Advisors’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	$965K	Hold	5,597	–	–	0.65%	54
2022 Q1	$1.17M	Hold	5,597	–	–	0.69%	53
2021 Q4	$1.24M	Hold	5,597	–	–	0.69%	51
2021 Q3	$1.13M	Hold	5,597	–	–	0.68%	52
2021 Q2	$1.12M	Hold	5,597	–	–	0.66%	52
2021 Q1	$1.04M	Sell	5,597 -15	-0.3%	-$2.72K	0.63%	53
2020 Q4	$986K	Hold	5,612	–	–	0.63%	52
2020 Q3	$878K	Hold	5,612	–	–	0.63%	51
2020 Q2	$803K	Hold	5,612	–	–	0.63%	53
2020 Q1	$665K	Hold	5,612	–	–	0.59%	51
2019 Q4	$830K	Hold	5,612	–	–	0.65%	54
2019 Q3	$765K	Buy	+5,612	New	+$762K	0.66%	55

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

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

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

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

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HC Financial Advisors's VV Position: Q2 2022 in Review

HC Financial Advisors held its Vanguard Morningstar Large-Cap ETF (VV) position steady in Q2 2022 at 5,597 shares worth $965K. The position accounts for 0.65% of the portfolio, ranked #54.

HC Financial Advisors first reported a position in VV in Q3 2019 and has held it in 12 quarters since. The position peaked at $1.24M in Q4 2021. 847 funds tracked by Wall St. Rank hold VV as of Q2 2022.

HC Financial Advisors held 5,597 shares of Vanguard Morningstar Large-Cap ETF worth $965K as of Q2 2022.
HC Financial Advisors left its Vanguard Morningstar Large-Cap ETF share count unchanged in Q2 2022.
Vanguard Morningstar Large-Cap ETF made up 0.65% of HC Financial Advisors's portfolio in Q2 2022, its #54 holding.
HC Financial Advisors first reported a position in Vanguard Morningstar Large-Cap ETF in Q3 2019 and has held it in 12 quarters since.
HC Financial Advisors's Vanguard Morningstar Large-Cap ETF position peaked at $1.24M in Q4 2021.
847 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2022.

Based on HC Financial Advisors's 13F filing for Q2 2022, filed 25 Jul 2022.