Kemper’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Kemper’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	-14,487	Closed	-$3.2M	–	18
2021 Q4	$3.2M	Sell	14,487 -10,996	-43%	-$2.36M	0.68%	14
2021 Q3	$5.12M	Hold	25,483	–	–	0.85%	16
2021 Q2	$5.12M	Sell	25,483 -4,371	-15%	-$853K	0.86%	16
2021 Q1	$5.53M	Hold	29,854	–	–	1.01%	14
2020 Q4	$5.25M	Hold	29,854	–	–	1%	14
2020 Q3	$4.67M	Sell	29,854 -9,965	-25%	-$1.54M	1.01%	14
2020 Q2	$5.69M	Hold	39,819	–	–	1.21%	14
2020 Q1	$5.33M	Hold	39,819	–	–	1.21%	14
2019 Q4	$5.89M	Hold	39,819	–	–	0.96%	19
2019 Q3	$5.43M	Hold	39,819	–	–	0.79%	19
2019 Q2	$5.36M	Hold	39,819	–	–	0.79%	19
2019 Q1	$5.17M	Hold	39,819	–	–	0.78%	19
2018 Q4	$4.57M	Hold	39,819	–	–	1.06%	17
2018 Q3	$5.32M	Hold	39,819	–	–	0.96%	17
2018 Q2	$4.97M	Buy	+39,819	New	+$4.95M	2.23%	13

Other funds holding VV

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

NMIFOAC

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

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

Kemper's VV Position: Q1 2022 in Review

Kemper sold out of Vanguard Morningstar Large-Cap ETF (VV) in Q1 2022, closing a stake of 14,487 shares — an estimated $3.2M sold.

Kemper first reported a position in VV in Q2 2018 and held it in 15 quarters. The position peaked at $5.89M in Q4 2019. 864 funds tracked by Wall St. Rank hold VV as of Q1 2022.

Kemper reported no remaining Vanguard Morningstar Large-Cap ETF position as of Q1 2022 after selling out during the quarter.
Kemper sold 14,487 Vanguard Morningstar Large-Cap ETF shares in Q1 2022, an estimated $3.2M.
Kemper first reported a position in Vanguard Morningstar Large-Cap ETF in Q2 2018 and held it in 15 quarters.
Kemper's Vanguard Morningstar Large-Cap ETF position peaked at $5.89M in Q4 2019.
864 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q1 2022.

Based on Kemper's 13F filing for Q1 2022, filed 13 May 2022.