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KPP Advisory Services’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

KPP Advisory Services’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
2023
Q4 		– Sell
-1,080
Closed -$211K – 220
2023
Q3 		$211K Buy
+1,080
New +$220K 0.07% 196

Other funds holding VV

Jones Financial Companies
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

KPP Advisory Services's VV Position: Q4 2023 in Review

KPP Advisory Services sold out of Vanguard Morningstar Large-Cap ETF (VV) in Q4 2023, closing a stake of 1,080 shares — an estimated $211K sold.

KPP Advisory Services first reported a position in VV in Q3 2023 and held it in 1 quarter. The position peaked at $211K in Q3 2023. 1,037 funds tracked by Wall St. Rank hold VV as of Q4 2023.

  • KPP Advisory Services reported no remaining Vanguard Morningstar Large-Cap ETF position as of Q4 2023 after selling out during the quarter.
  • KPP Advisory Services sold 1,080 Vanguard Morningstar Large-Cap ETF shares in Q4 2023, an estimated $211K.
  • KPP Advisory Services first reported a position in Vanguard Morningstar Large-Cap ETF in Q3 2023 and held it in 1 quarter.
  • KPP Advisory Services's Vanguard Morningstar Large-Cap ETF position peaked at $211K in Q3 2023.
  • 1,037 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q4 2023.

Based on KPP Advisory Services's 13F filing for Q4 2023, filed 14 Feb 2024.