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Horan Securities’s Vanguard Large-Cap ETF VV Stock Holding History

Horan Securities’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
Q3 		– Sell
-91
Closed -$16K – 804
2022
Q2 		$16K Buy
+91
New +$17.1K 0.01% 275

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
SC
Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
PFO
Pathstone Family Office Englewood, New Jersey $13.1B AUM 21.02% 1-Year Est. Return

Horan Securities's VV Position: Q3 2022 in Review

Horan Securities sold out of Vanguard Large-Cap ETF (VV) in Q3 2022, closing a stake of 91 shares — an estimated $16K sold.

Horan Securities first reported a position in VV in Q2 2022 and held it in 1 quarter. The position peaked at $16K in Q2 2022. 821 funds tracked by Wall St. Rank hold VV as of Q3 2022.

  • Horan Securities reported no remaining Vanguard Large-Cap ETF position as of Q3 2022 after selling out during the quarter.
  • Horan Securities sold 91 Vanguard Large-Cap ETF shares in Q3 2022, an estimated $16K.
  • Horan Securities first reported a position in Vanguard Large-Cap ETF in Q2 2022 and held it in 1 quarter.
  • Horan Securities's Vanguard Large-Cap ETF position peaked at $16K in Q2 2022.
  • 821 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q3 2022.

Based on Horan Securities's 13F filing for Q3 2022, filed 12 Oct 2022.