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HTLF Bank’s Vanguard Large-Cap ETF VV Stock Holding History

HTLF Bank’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
2024
Q4 		$1.37M Hold
5,066
– – 0.15% 76
2024
Q3 		$1.33M Hold
5,066
– – 0.14% 77
2024
Q2 		$1.26M Buy
5,066
+2,696
+114% +$648K 0.14% 79
2024
Q1 		$568K Hold
2,370
– – 0.07% 133
2023
Q4 		$517K Buy
+2,370
New +$484K 0.06% 130

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
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

HTLF Bank's VV Position: Q4 2024 in Review

HTLF Bank held its Vanguard Large-Cap ETF (VV) position steady in Q4 2024 at 5,066 shares worth $1.37M. The position accounts for 0.15% of the portfolio, ranked #76.

HTLF Bank first reported a position in VV in Q4 2023 and has held it in 5 quarters since. 1,183 funds tracked by Wall St. Rank hold VV as of Q4 2024.

  • HTLF Bank held 5,066 shares of Vanguard Large-Cap ETF worth $1.37M as of Q4 2024.
  • HTLF Bank left its Vanguard Large-Cap ETF share count unchanged in Q4 2024.
  • Vanguard Large-Cap ETF made up 0.15% of HTLF Bank's portfolio in Q4 2024, its #76 holding.
  • HTLF Bank first reported a position in Vanguard Large-Cap ETF in Q4 2023 and has held it in 5 quarters since.
  • 1,183 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q4 2024.

Based on HTLF Bank's 13F filing for Q4 2024, filed 28 Jan 2025.