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Lake Street Advisors Group’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Lake Street 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
2024
Q4 		$3.12M Buy
11,570
+41
+0.4% +$11.1K 0.14% 96
2024
Q3 		$3.04M Buy
11,529
+22
+0.2% +$5.58K 0.14% 79
2024
Q2 		$2.88M Buy
11,507
+566
+5% +$136K 0.14% 100
2024
Q1 		$2.62M Buy
10,941
+429
+4% +$98.2K 0.12% 114
2023
Q4 		$2.29M Hold
10,512
– – 0.12% 123
2023
Q3 		$2.06M Sell
10,512
-248
-2% -$50.5K 0.12% 115
2023
Q2 		$2.18M Hold
10,760
– – 0.12% 117
2023
Q1 		$2.01M Sell
10,760
-172
-2% -$31.3K 0.12% 112
2022
Q4 		$1.9M Hold
10,932
– – 0.13% 110
2022
Q3 		$1.79M Sell
10,932
-46
-0.4% -$8.36K 0.13% 106
2022
Q2 		$1.89M Hold
10,978
– – 0.13% 102
2022
Q1 		$2.29M Sell
10,978
-2
-0% -$411 0.15% 96
2021
Q4 		$2.43M Buy
+10,980
New +$2.35M 0.15% 95
2021
Q3 		– Sell
-11,452
Closed -$2.39M – 428
2021
Q2 		$2.39M Buy
11,452
+16
+0.1% +$3.12K 0.18% 60
2021
Q1 		$2.12M Sell
11,436
-80
-0.7% -$14.5K 0.17% 59
2020
Q4 		$2.02M Sell
11,516
-157
-1% -$26.1K 0.17% 60
2020
Q3 		$1.83M Buy
11,673
+4
+0% +$617 0.17% 59
2020
Q2 		$1.67M Sell
11,669
-103
-0.9% -$13.9K 0.17% 56
2020
Q1 		$1.39M Buy
11,772
+383
+3% +$53.8K 0.17% 54
2019
Q4 		$1.68M Hold
11,389
– – 0.17% 46
2019
Q3 		$1.55M Sell
11,389
-186
-2% -$25.2K 0.17% 44
2019
Q2 		$1.56M Hold
11,575
– – 0.16% 42
2019
Q1 		$1.5M Hold
11,575
– – 0.16% 43
2018
Q4 		$1.33M Hold
11,575
– – 0.16% 43
2018
Q3 		$1.54M Hold
11,575
– – 0.17% 37
2018
Q2 		$1.44M Hold
11,575
– – 0.14% 52
2018
Q1 		$1.4M Hold
11,575
– – 0.16% 46
2017
Q4 		$1.42M Buy
+11,575
New +$1.38M 0.16% 44

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
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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

Lake Street Advisors Group's VV Position: Q4 2024 in Review

Lake Street Advisors Group increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 0.36% in Q4 2024, buying an estimated $11.1K and bringing the position to 11,570 shares worth $3.12M. The position accounts for 0.14% of the portfolio, ranked #96.

Lake Street Advisors Group first reported a position in VV in Q4 2017 and has held it in 28 quarters since. 1,183 funds tracked by Wall St. Rank hold VV as of Q4 2024.

  • Lake Street Advisors Group held 11,570 shares of Vanguard Morningstar Large-Cap ETF worth $3.12M as of Q4 2024.
  • Lake Street Advisors Group bought 41 Vanguard Morningstar Large-Cap ETF shares in Q4 2024, an estimated $11.1K.
  • Vanguard Morningstar Large-Cap ETF made up 0.14% of Lake Street Advisors Group's portfolio in Q4 2024, its #96 holding.
  • Lake Street Advisors Group first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2017 and has held it in 28 quarters since.
  • 1,183 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.