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KLS Professional Advisors Group’s Vanguard Large-Cap ETF VV Stock Holding History

KLS Professional Advisors 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
2018
Q4 		– Sell
-1,557
Closed -$208K – 32
2018
Q3 		$208K Buy
+1,557
New +$204K 0.03% 28

Other funds holding VV

Jones Financial Companies
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
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

KLS Professional Advisors Group's VV Position: Q4 2018 in Review

KLS Professional Advisors Group sold out of Vanguard Large-Cap ETF (VV) in Q4 2018, closing a stake of 1,557 shares — an estimated $208K sold.

KLS Professional Advisors Group first reported a position in VV in Q3 2018 and held it in 1 quarter. The position peaked at $208K in Q3 2018. 458 funds tracked by Wall St. Rank hold VV as of Q4 2018.

  • KLS Professional Advisors Group reported no remaining Vanguard Large-Cap ETF position as of Q4 2018 after selling out during the quarter.
  • KLS Professional Advisors Group sold 1,557 Vanguard Large-Cap ETF shares in Q4 2018, an estimated $208K.
  • KLS Professional Advisors Group first reported a position in Vanguard Large-Cap ETF in Q3 2018 and held it in 1 quarter.
  • KLS Professional Advisors Group's Vanguard Large-Cap ETF position peaked at $208K in Q3 2018.
  • 458 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q4 2018.

Based on KLS Professional Advisors Group's 13F filing for Q4 2018, filed 8 Jan 2019.