LifePlan Financial Group’s Vanguard Large-Cap ETF VV Stock Holding History

LifePlan Financial 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
2020 Q3	$87K	Buy	558 +500	+862%	+$77.1K	0.04%	199
2020 Q2	$8K	Hold	58	–	–	﹤0.01%	437
2020 Q1	$7K	Hold	58	–	–	﹤0.01%	428
2019 Q4	$9K	Hold	58	–	–	﹤0.01%	428
2019 Q3	$8K	Hold	58	–	–	﹤0.01%	433
2019 Q2	$8K	Hold	58	–	–	﹤0.01%	423
2019 Q1	$8K	Hold	58	–	–	﹤0.01%	426
2018 Q4	$7K	Sell	58 -63	-52%	-$7.8K	﹤0.01%	418
2018 Q3	$16K	Buy	121 +58	+92%	+$7.6K	0.01%	354
2018 Q2	$8K	Hold	63	–	–	﹤0.01%	398
2018 Q1	$8K	Buy	+63	New	+$7.91K	﹤0.01%	387
2014 Q2	–	Sell	-163	Closed	-$14K	–	217
2014 Q1	$14K	Hold	163	–	–	0.01%	166
2013 Q4	$14K	Hold	163	–	–	0.01%	146
2013 Q3	$13K	Hold	163	–	–	0.01%	142
2013 Q2	$12K	Buy	+163	New	+$12K	0.01%	111

Other funds holding VV

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 Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

LifePlan Financial Group's VV Position: Q3 2020 in Review

LifePlan Financial Group increased its Vanguard Large-Cap ETF (VV) stake by 862% in Q3 2020, buying an estimated $77.1K and bringing the position to 558 shares worth $87K. The position accounts for 0.04% of the portfolio, ranked #199.

LifePlan Financial Group first reported a position in VV in Q2 2013 and has held it in 15 quarters since. 608 funds tracked by Wall St. Rank hold VV as of Q3 2020.

LifePlan Financial Group held 558 shares of Vanguard Large-Cap ETF worth $87K as of Q3 2020.
LifePlan Financial Group bought 500 Vanguard Large-Cap ETF shares in Q3 2020, an estimated $77.1K.
Vanguard Large-Cap ETF made up 0.04% of LifePlan Financial Group's portfolio in Q3 2020, its #199 holding.
LifePlan Financial Group first reported a position in Vanguard Large-Cap ETF in Q2 2013 and has held it in 15 quarters since.
608 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.