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Heritage Wealth Advisors’s Vanguard Large-Cap ETF VV Stock Holding History

Heritage Wealth 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
2023
Q4 		– Sell
-38
Closed -$7.44K – 593
2023
Q3 		$7.44K Sell
38
-38
-50% -$7.74K ﹤0.01% 425
2023
Q2 		$15.4K Buy
+76
New +$14.6K ﹤0.01% 411

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Heritage Wealth Advisors's VV Position: Q4 2023 in Review

Heritage Wealth Advisors sold out of Vanguard Large-Cap ETF (VV) in Q4 2023, closing a stake of 38 shares — an estimated $7.44K sold.

Heritage Wealth Advisors first reported a position in VV in Q2 2023 and held it in 2 quarters. The position peaked at $15.4K in Q2 2023. 1,037 funds tracked by Wall St. Rank hold VV as of Q4 2023.

  • Heritage Wealth Advisors reported no remaining Vanguard Large-Cap ETF position as of Q4 2023 after selling out during the quarter.
  • Heritage Wealth Advisors sold 38 Vanguard Large-Cap ETF shares in Q4 2023, an estimated $7.44K.
  • Heritage Wealth Advisors first reported a position in Vanguard Large-Cap ETF in Q2 2023 and held it in 2 quarters.
  • Heritage Wealth Advisors's Vanguard Large-Cap ETF position peaked at $15.4K in Q2 2023.
  • 1,037 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q4 2023.

Based on Heritage Wealth Advisors's 13F filing for Q4 2023, filed 12 Feb 2024.