Hefty Wealth Partners’s Vanguard Large-Cap ETF VV Stock Holding History

Hefty Wealth Partners’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	$3.11M	Buy	25,644 +2,978	+13%	+$374K	2%	13
2017 Q4	$2.78M	Buy	22,666 +81	+0.4%	+$9.68K	1.72%	22
2017 Q3	$2.61M	Sell	22,585 -190	-0.8%	-$21.5K	1.72%	21
2017 Q2	$2.53M	Buy	22,775 +789	+4%	+$86.8K	1.73%	23
2017 Q1	$2.38M	Buy	+21,986	New	+$2.34M	1.73%	20

Other funds holding VV

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 Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Hefty Wealth Partners's VV Position: Q1 2018 in Review

Hefty Wealth Partners increased its Vanguard Large-Cap ETF (VV) stake by 13% in Q1 2018, buying an estimated $374K and bringing the position to 25,644 shares worth $3.11M. The position accounts for 2% of the portfolio, ranked #13.

Hefty Wealth Partners first reported a position in VV in Q1 2017 and has held it in 5 quarters since. 427 funds tracked by Wall St. Rank hold VV as of Q1 2018.

Hefty Wealth Partners held 25,644 shares of Vanguard Large-Cap ETF worth $3.11M as of Q1 2018.
Hefty Wealth Partners bought 2,978 Vanguard Large-Cap ETF shares in Q1 2018, an estimated $374K.
Vanguard Large-Cap ETF made up 2% of Hefty Wealth Partners's portfolio in Q1 2018, its #13 holding.
Hefty Wealth Partners first reported a position in Vanguard Large-Cap ETF in Q1 2017 and has held it in 5 quarters since.
427 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q1 2018.

Based on Hefty Wealth Partners's 13F filing for Q1 2018, filed 2 Apr 2018.