IWA
VV icon

IBEX Wealth Advisors’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

IBEX Wealth 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
Q4 		– Sell
-248
Closed -$50K – 425
2021
Q3 		$50K Buy
+248
New +$51.3K 0.01% 277

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
SC
Samlyn Capital New York $6.14B AUM 42.05% 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

IBEX Wealth Advisors's VV Position: Q4 2021 in Review

IBEX Wealth Advisors sold out of Vanguard Morningstar Large-Cap ETF (VV) in Q4 2021, closing a stake of 248 shares — an estimated $50K sold.

IBEX Wealth Advisors first reported a position in VV in Q3 2021 and held it in 1 quarter. The position peaked at $50K in Q3 2021. 864 funds tracked by Wall St. Rank hold VV as of Q4 2021.

  • IBEX Wealth Advisors reported no remaining Vanguard Morningstar Large-Cap ETF position as of Q4 2021 after selling out during the quarter.
  • IBEX Wealth Advisors sold 248 Vanguard Morningstar Large-Cap ETF shares in Q4 2021, an estimated $50K.
  • IBEX Wealth Advisors first reported a position in Vanguard Morningstar Large-Cap ETF in Q3 2021 and held it in 1 quarter.
  • IBEX Wealth Advisors's Vanguard Morningstar Large-Cap ETF position peaked at $50K in Q3 2021.
  • 864 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q4 2021.

Based on IBEX Wealth Advisors's 13F filing for Q4 2021, filed 22 Feb 2022.