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Legacy Wealth Management (Tennessee)’s Vanguard Large-Cap ETF VV Stock Holding History

Legacy Wealth Management (Tennessee)’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
Q3 		– Sell
-1,665
Closed -$337K – 20
2023
Q2 		$337K Buy
+1,665
New +$319K 0.03% 17
2017
Q1 		– Sell
-180
Closed -$18.5K – 67
2016
Q4 		$18.5K Buy
+180
New +$18K ﹤0.01% 33

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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Legacy Wealth Management (Tennessee)'s VV Position: Q3 2023 in Review

Legacy Wealth Management (Tennessee) sold out of Vanguard Large-Cap ETF (VV) in Q3 2023, closing a stake of 1,665 shares — an estimated $337K sold.

Legacy Wealth Management (Tennessee) first reported a position in VV in Q4 2016 and held it in 2 quarters. The position peaked at $337K in Q2 2023. 938 funds tracked by Wall St. Rank hold VV as of Q3 2023.

  • Legacy Wealth Management (Tennessee) reported no remaining Vanguard Large-Cap ETF position as of Q3 2023 after selling out during the quarter.
  • Legacy Wealth Management (Tennessee) sold 1,665 Vanguard Large-Cap ETF shares in Q3 2023, an estimated $337K.
  • Legacy Wealth Management (Tennessee) first reported a position in Vanguard Large-Cap ETF in Q4 2016 and held it in 2 quarters.
  • Legacy Wealth Management (Tennessee)'s Vanguard Large-Cap ETF position peaked at $337K in Q2 2023.
  • 938 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q3 2023.

Based on Legacy Wealth Management (Tennessee)'s 13F filing for Q3 2023, filed 25 Oct 2023.