Investors Financial Group’s Vanguard Large-Cap ETF VV Stock Holding History

Investors Financial Group’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
2022 Q1	–	Sell	-4,311	Closed	-$953K	–	190
2021 Q4	$953K	Sell	4,311 -635	-13%	-$136K	0.44%	64
2021 Q3	$994K	Buy	4,946 +10	+0.2%	+$2.07K	0.53%	53
2021 Q2	$991K	Buy	4,936 +22	+0.4%	+$4.29K	0.53%	51
2021 Q1	$911K	Sell	4,914 -955	-16%	-$173K	0.53%	55
2020 Q4	$1.03M	Buy	5,869 +70	+1%	+$11.6K	0.68%	38
2020 Q3	$907K	Buy	5,799 +125	+2%	+$19.3K	0.68%	39
2020 Q2	$811K	Buy	5,674 +590	+12%	+$79.8K	0.67%	39
2020 Q1	$602K	Buy	5,084 +380	+8%	+$53.4K	0.61%	46
2019 Q4	$695K	Buy	+4,704	New	+$665K	0.57%	51

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

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

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

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

Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return

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

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

Investors Financial Group's VV Position: Q1 2022 in Review

Investors Financial Group sold out of Vanguard Large-Cap ETF (VV) in Q1 2022, closing a stake of 4,311 shares — an estimated $953K sold.

Investors Financial Group first reported a position in VV in Q4 2019 and held it in 9 quarters. The position peaked at $1.03M in Q4 2020. 865 funds tracked by Wall St. Rank hold VV as of Q1 2022.

Investors Financial Group reported no remaining Vanguard Large-Cap ETF position as of Q1 2022 after selling out during the quarter.
Investors Financial Group sold 4,311 Vanguard Large-Cap ETF shares in Q1 2022, an estimated $953K.
Investors Financial Group first reported a position in Vanguard Large-Cap ETF in Q4 2019 and held it in 9 quarters.
Investors Financial Group's Vanguard Large-Cap ETF position peaked at $1.03M in Q4 2020.
865 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q1 2022.

Based on Investors Financial Group's 13F filing for Q1 2022.