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Heritage Wealth Management (Arizona)’s Vanguard Large-Cap ETF VV Stock Holding History

Heritage Wealth Management (Arizona)’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
Q4 		$196K Buy
1,128
+537
+91% +$94.2K 0.03% 334
2022
Q3 		$97K Buy
+591
New +$107K 0.03% 325

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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s VV Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its Vanguard Large-Cap ETF (VV) stake by 91% in Q4 2022, buying an estimated $94.2K and bringing the position to 1,128 shares worth $196K. The position accounts for 0.03% of the portfolio, ranked #334.

Heritage Wealth Management (Arizona) first reported a position in VV in Q3 2022 and has held it in 2 quarters since. 892 funds tracked by Wall St. Rank hold VV as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 1,128 shares of Vanguard Large-Cap ETF worth $196K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 537 Vanguard Large-Cap ETF shares in Q4 2022, an estimated $94.2K.
  • Vanguard Large-Cap ETF made up 0.03% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #334 holding.
  • Heritage Wealth Management (Arizona) first reported a position in Vanguard Large-Cap ETF in Q3 2022 and has held it in 2 quarters since.
  • 892 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.