IberiaBank’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

IberiaBank’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
2020 Q1	–	Sell	-2,374	Closed	-$351K	–	234
2019 Q4	$351K	Sell	2,374 -4,653	-66%	-$658K	0.04%	189
2019 Q3	$958K	Sell	7,027 -902	-11%	-$122K	0.11%	129
2019 Q2	$1.07M	Buy	7,929 +56	+0.7%	+$7.41K	0.12%	127
2019 Q1	$1.02M	Hold	7,873	–	–	0.12%	133
2018 Q4	$904K	Buy	+7,873	New	+$975K	0.12%	134
2018 Q1	–	Sell	-2,138	Closed	-$262K	–	254
2017 Q4	$262K	Buy	+2,138	New	+$255K	0.04%	206
2015 Q4	–	Sell	-10,999	Closed	-$968K	–	170
2015 Q3	$968K	Hold	10,999	–	–	0.5%	55
2015 Q2	$1.04M	Hold	10,999	–	–	0.47%	58
2015 Q1	$1.05M	Hold	10,999	–	–	0.47%	59
2014 Q4	$1.04M	Buy	+10,999	New	+$1.01M	0.57%	56

Other funds holding VV

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

IberiaBank's VV Position: Q1 2020 in Review

IberiaBank sold out of Vanguard Morningstar Large-Cap ETF (VV) in Q1 2020, closing a stake of 2,374 shares — an estimated $351K sold.

IberiaBank first reported a position in VV in Q4 2014 and held it in 10 quarters. The position peaked at $1.07M in Q2 2019. 565 funds tracked by Wall St. Rank hold VV as of Q1 2020.

IberiaBank reported no remaining Vanguard Morningstar Large-Cap ETF position as of Q1 2020 after selling out during the quarter.
IberiaBank sold 2,374 Vanguard Morningstar Large-Cap ETF shares in Q1 2020, an estimated $351K.
IberiaBank first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2014 and held it in 10 quarters.
IberiaBank's Vanguard Morningstar Large-Cap ETF position peaked at $1.07M in Q2 2019.
565 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q1 2020.

Based on IberiaBank's 13F filing for Q1 2020, filed 16 Apr 2020.