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

IFC Holdings’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
2018 Q1	–	Sell	-4,689	Closed	-$572K	–	429
2017 Q4	$572K	Sell	4,689 -1,593	-25%	-$190K	0.04%	278
2017 Q3	$725K	Buy	6,282 +4,419	+237%	+$500K	0.05%	245
2017 Q2	$207K	Buy	+1,863	New	+$205K	0.02%	460
2014 Q3	–	Sell	-2,248	Closed	-$203K	–	376
2014 Q2	$203K	Buy	+2,248	New	+$196K	0.04%	327

Other funds holding VV

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 Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

IFC Holdings's VV Position: Q1 2018 in Review

IFC Holdings sold out of Vanguard Morningstar Large-Cap ETF (VV) in Q1 2018, closing a stake of 4,689 shares — an estimated $572K sold.

IFC Holdings first reported a position in VV in Q2 2014 and held it in 4 quarters. The position peaked at $725K in Q3 2017. 427 funds tracked by Wall St. Rank hold VV as of Q1 2018.

IFC Holdings reported no remaining Vanguard Morningstar Large-Cap ETF position as of Q1 2018 after selling out during the quarter.
IFC Holdings sold 4,689 Vanguard Morningstar Large-Cap ETF shares in Q1 2018, an estimated $572K.
IFC Holdings first reported a position in Vanguard Morningstar Large-Cap ETF in Q2 2014 and held it in 4 quarters.
IFC Holdings's Vanguard Morningstar Large-Cap ETF position peaked at $725K in Q3 2017.
427 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q1 2018.

Based on IFC Holdings's 13F filing for Q1 2018.