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Hochman Cole Investment Advisors’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Hochman Cole Investment 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
2021
Q3 		$3.85M Sell
19,185
-253
-1% -$52.3K 1.51% 20
2021
Q2 		$3.9M Sell
19,438
-126
-0.6% -$24.6K 1.56% 18
2021
Q1 		$3.63M Sell
19,564
-988
-5% -$179K 1.52% 19
2020
Q4 		$3.61M Sell
20,552
-496
-2% -$82.4K 1.56% 20
2020
Q3 		$3.29M Sell
21,048
-415
-2% -$64K 1.62% 20
2020
Q2 		$3.07M Sell
21,463
-386
-2% -$52.2K 1.69% 21
2020
Q1 		$2.59M Sell
21,849
-1,768
-7% -$248K 1.78% 18
2019
Q4 		$3.49M Sell
23,617
-500
-2% -$70.7K 1.9% 13
2019
Q3 		$3.29M Sell
24,117
-1,203
-5% -$163K 2.05% 11
2019
Q2 		$3.41M Sell
25,320
-758
-3% -$100K 2.03% 13
2019
Q1 		$3.38M Buy
26,078
+512
+2% +$64K 2.02% 12
2018
Q4 		$2.94M Sell
25,566
-180
-0.7% -$22.3K 2.02% 14
2018
Q3 		$3.44M Sell
25,746
-874
-3% -$114K 2.14% 13
2018
Q2 		$3.32M Buy
26,620
+577
+2% +$71.7K 2.18% 12
2018
Q1 		$3.16M Sell
26,043
-858
-3% -$108K 2.2% 11
2017
Q4 		$3.3M Sell
26,901
-2,212
-8% -$264K 2.08% 13
2017
Q3 		$3.36M Sell
29,113
-2,655
-8% -$301K 2.2% 13
2017
Q2 		$3.53M Sell
31,768
-395
-1% -$43.4K 2.44% 12
2017
Q1 		$3.48M Sell
32,163
-3,036
-9% -$324K 2.53% 11
2016
Q4 		$3.6M Buy
35,199
+1,904
+6% +$191K 2.61% 11
2016
Q3 		$3.3M Sell
33,295
-794
-2% -$78.6K 2.46% 12
2016
Q2 		$3.27M Hold
34,089
– – 2.68% 11
2016
Q1 		$3.21M Sell
34,089
-156
-0.5% -$13.9K 2.73% 10
2015
Q4 		$3.2M Buy
+34,245
New +$3.22M 2.72% 11

Other funds holding VV

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Hochman Cole Investment Advisors's VV Position: Q3 2021 in Review

Hochman Cole Investment Advisors reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 1.3% in Q3 2021, selling an estimated $52.3K and leaving 19,185 shares worth $3.85M. The position accounts for 1.51% of the portfolio, ranked #20.

Hochman Cole Investment Advisors first reported a position in VV in Q4 2015 and has held it in 24 quarters since. The position peaked at $3.9M in Q2 2021. 768 funds tracked by Wall St. Rank hold VV as of Q3 2021.

  • Hochman Cole Investment Advisors held 19,185 shares of Vanguard Morningstar Large-Cap ETF worth $3.85M as of Q3 2021.
  • Hochman Cole Investment Advisors sold 253 Vanguard Morningstar Large-Cap ETF shares in Q3 2021, an estimated $52.3K.
  • Vanguard Morningstar Large-Cap ETF made up 1.51% of Hochman Cole Investment Advisors's portfolio in Q3 2021, its #20 holding.
  • Hochman Cole Investment Advisors first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2015 and has held it in 24 quarters since.
  • Hochman Cole Investment Advisors's Vanguard Morningstar Large-Cap ETF position peaked at $3.9M in Q2 2021.
  • 768 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q3 2021.

Based on Hochman Cole Investment Advisors's 13F filing for Q3 2021, filed 20 Oct 2021.