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

Leo Brokerage’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
Q2 		$1.18M Buy
5,836
+274
+5% +$52.5K 0.13% 113
2023
Q1 		$1.04M Buy
+5,562
New +$1.01M 0.16% 119

Other funds holding VV

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 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 $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SC
Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Leo Brokerage's VV Position: Q2 2023 in Review

Leo Brokerage increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 4.9% in Q2 2023, buying an estimated $52.5K and bringing the position to 5,836 shares worth $1.18M. The position accounts for 0.13% of the portfolio, ranked #113.

Leo Brokerage first reported a position in VV in Q1 2023 and has held it in 2 quarters since. 928 funds tracked by Wall St. Rank hold VV as of Q2 2023.

  • Leo Brokerage held 5,836 shares of Vanguard Morningstar Large-Cap ETF worth $1.18M as of Q2 2023.
  • Leo Brokerage bought 274 Vanguard Morningstar Large-Cap ETF shares in Q2 2023, an estimated $52.5K.
  • Vanguard Morningstar Large-Cap ETF made up 0.13% of Leo Brokerage's portfolio in Q2 2023, its #113 holding.
  • Leo Brokerage first reported a position in Vanguard Morningstar Large-Cap ETF in Q1 2023 and has held it in 2 quarters since.
  • 928 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2023.

Based on Leo Brokerage's 13F filing for Q2 2023, filed 25 Jul 2023.