Institutional & Family Asset Management’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Institutional & Family Asset Management’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
2019 Q4	–	Sell	-364	Closed	-$50K	–	897
2019 Q3	$50K	Hold	364	–	–	0.01%	293
2019 Q2	$49K	Hold	364	–	–	0.01%	316
2019 Q1	$47K	Hold	364	–	–	0.01%	331
2018 Q4	$42K	Hold	364	–	–	0.01%	343
2018 Q3	$49K	Hold	364	–	–	0.01%	354
2018 Q2	$45K	Buy	+364	New	+$45.2K	0.01%	356

Other funds holding VV

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Institutional & Family Asset Management's VV Position: Q4 2019 in Review

Institutional & Family Asset Management sold out of Vanguard Morningstar Large-Cap ETF (VV) in Q4 2019, closing a stake of 364 shares — an estimated $50K sold.

Institutional & Family Asset Management first reported a position in VV in Q2 2018 and held it in 6 quarters. The position peaked at $50K in Q3 2019. 576 funds tracked by Wall St. Rank hold VV as of Q4 2019.

Institutional & Family Asset Management reported no remaining Vanguard Morningstar Large-Cap ETF position as of Q4 2019 after selling out during the quarter.
Institutional & Family Asset Management sold 364 Vanguard Morningstar Large-Cap ETF shares in Q4 2019, an estimated $50K.
Institutional & Family Asset Management first reported a position in Vanguard Morningstar Large-Cap ETF in Q2 2018 and held it in 6 quarters.
Institutional & Family Asset Management's Vanguard Morningstar Large-Cap ETF position peaked at $50K in Q3 2019.
576 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q4 2019.

Based on Institutional & Family Asset Management's 13F filing for Q4 2019, filed 14 Feb 2020.