Independence Advisors’s Vanguard Large-Cap ETF VV Stock Holding History

Independence 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
2020 Q3	$916K	Sell	5,854 -100	-2%	-$15.4K	0.2%	40
2020 Q2	$851K	Hold	5,954	–	–	0.19%	40
2020 Q1	$705K	Hold	5,954	–	–	0.19%	39
2019 Q4	$880K	Sell	5,954 -45	-0.8%	-$6.37K	0.21%	38
2019 Q3	$818K	Hold	5,999	–	–	0.2%	41
2019 Q2	$808K	Hold	5,999	–	–	0.21%	39
2019 Q1	$779K	Hold	5,999	–	–	0.22%	41
2018 Q4	$689K	Hold	5,999	–	–	0.23%	39
2018 Q3	$801K	Sell	5,999 -100	-2%	-$13.1K	0.24%	34
2018 Q2	$761K	Hold	6,099	–	–	0.24%	36
2018 Q1	$739K	Sell	6,099 -115	-2%	-$14.4K	0.24%	35
2017 Q4	$762K	Hold	6,214	–	–	0.26%	34
2017 Q3	$717K	Hold	6,214	–	–	0.29%	31
2017 Q2	$690K	Hold	6,214	–	–	0.27%	34
2017 Q1	$672K	Sell	6,214 -140	-2%	-$14.9K	0.28%	32
2016 Q4	$650K	Hold	6,354	–	–	0.29%	34
2016 Q3	$630K	Hold	6,354	–	–	0.3%	33
2016 Q2	$609K	Buy	+6,354	New	+$603K	0.32%	26

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Independence Advisors's VV Position: Q3 2020 in Review

Independence Advisors reduced its Vanguard Large-Cap ETF (VV) stake by 1.7% in Q3 2020, selling an estimated $15.4K and leaving 5,854 shares worth $916K. The position accounts for 0.2% of the portfolio, ranked #40.

Independence Advisors first reported a position in VV in Q2 2016 and has held it in 18 quarters since. 608 funds tracked by Wall St. Rank hold VV as of Q3 2020.

Independence Advisors held 5,854 shares of Vanguard Large-Cap ETF worth $916K as of Q3 2020.
Independence Advisors sold 100 Vanguard Large-Cap ETF shares in Q3 2020, an estimated $15.4K.
Vanguard Large-Cap ETF made up 0.2% of Independence Advisors's portfolio in Q3 2020, its #40 holding.
Independence Advisors first reported a position in Vanguard Large-Cap ETF in Q2 2016 and has held it in 18 quarters since.
608 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q3 2020.

Based on Independence Advisors's 13F filing for Q3 2020, filed 4 Nov 2020.