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Ipswich Investment Management’s Vanguard Large-Cap ETF VV Stock Holding History

Ipswich Investment 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
2016
Q2 		– Sell
-112
Closed -$11K – 326
2016
Q1 		$11K Buy
+112
New +$9.98K 0.01% 325

Other funds holding VV

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SBSB
Sullivan, Bruyette, Speros & Blaney Mclean, Virginia $2.27B AUM 50.71% 1-Year Est. Return

Ipswich Investment Management's VV Position: Q2 2016 in Review

Ipswich Investment Management sold out of Vanguard Large-Cap ETF (VV) in Q2 2016, closing a stake of 112 shares — an estimated $11K sold.

Ipswich Investment Management first reported a position in VV in Q1 2016 and held it in 1 quarter. The position peaked at $11K in Q1 2016. 300 funds tracked by Wall St. Rank hold VV as of Q2 2016.

  • Ipswich Investment Management reported no remaining Vanguard Large-Cap ETF position as of Q2 2016 after selling out during the quarter.
  • Ipswich Investment Management sold 112 Vanguard Large-Cap ETF shares in Q2 2016, an estimated $11K.
  • Ipswich Investment Management first reported a position in Vanguard Large-Cap ETF in Q1 2016 and held it in 1 quarter.
  • Ipswich Investment Management's Vanguard Large-Cap ETF position peaked at $11K in Q1 2016.
  • 300 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q2 2016.

Based on Ipswich Investment Management's 13F filing for Q2 2016, filed 2 Aug 2016.