Jackson Wealth Management’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Jackson Wealth 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
2022 Q4	–	Sell	-83,797	Closed	-$13.7M	–	115
2022 Q3	$13.7M	Buy	83,797 +50,755	+154%	+$9.23M	2.7%	9
2022 Q2	$5.7M	Sell	33,042 -54,885	-62%	-$10.3M	2.64%	9
2022 Q1	$18.3M	Buy	87,927 +248	+0.3%	+$50.9K	2.54%	11
2021 Q4	$19.4M	Buy	87,679 +212	+0.2%	+$45.5K	2.45%	10
2021 Q3	$84K	Sell	87,467 -846	-1%	-$175K	1.02%	28
2021 Q2	$17.7M	Buy	88,313 +920	+1%	+$180K	2.24%	12
2021 Q1	$16.2M	Sell	87,393 -585	-0.7%	-$106K	2.43%	10
2020 Q4	$15.5M	Sell	87,978 -2,577	-3%	-$428K	2.11%	11
2020 Q3	$14.2M	Sell	90,555 -6,272	-6%	-$967K	2.12%	11
2020 Q2	$13.8M	Buy	96,827 +43,867	+83%	+$5.93M	2.46%	10
2020 Q1	$7.16M	Buy	+52,960	New	+$7.44M	1.5%	14

Other funds holding VV

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

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

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

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

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

Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return

Jackson Wealth Management's VV Position: Q4 2022 in Review

Jackson Wealth Management sold out of Vanguard Morningstar Large-Cap ETF (VV) in Q4 2022, closing a stake of 83,797 shares — an estimated $13.7M sold.

Jackson Wealth Management first reported a position in VV in Q1 2020 and held it in 11 quarters. The position peaked at $19.4M in Q4 2021. 892 funds tracked by Wall St. Rank hold VV as of Q4 2022.

Jackson Wealth Management reported no remaining Vanguard Morningstar Large-Cap ETF position as of Q4 2022 after selling out during the quarter.
Jackson Wealth Management sold 83,797 Vanguard Morningstar Large-Cap ETF shares in Q4 2022, an estimated $13.7M.
Jackson Wealth Management first reported a position in Vanguard Morningstar Large-Cap ETF in Q1 2020 and held it in 11 quarters.
Jackson Wealth Management's Vanguard Morningstar Large-Cap ETF position peaked at $19.4M in Q4 2021.
892 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q4 2022.

Based on Jackson Wealth Management's 13F filing for Q4 2022, filed 10 Feb 2023.