Long Road Investment Counsel’s Vanguard Large-Cap ETF VV Stock Holding History

Long Road Investment Counsel’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
2019 Q3	–	Sell	-3,636	Closed	-$490K	–	72
2019 Q2	$490K	Hold	3,636	–	–	0.29%	60
2019 Q1	$472K	Buy	+3,636	New	+$455K	0.29%	61
2018 Q2	–	Sell	-3,636	Closed	-$441K	–	71
2018 Q1	$441K	Hold	3,636	–	–	0.31%	59
2017 Q4	$446K	Buy	3,636 +121	+3%	+$14.5K	0.31%	60
2017 Q3	$406K	Buy	+3,515	New	+$398K	0.29%	63

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Long Road Investment Counsel's VV Position: Q3 2019 in Review

Long Road Investment Counsel sold out of Vanguard Large-Cap ETF (VV) in Q3 2019, closing a stake of 3,636 shares — an estimated $490K sold.

Long Road Investment Counsel first reported a position in VV in Q3 2017 and held it in 5 quarters. The position peaked at $490K in Q2 2019. 500 funds tracked by Wall St. Rank hold VV as of Q3 2019.

Long Road Investment Counsel reported no remaining Vanguard Large-Cap ETF position as of Q3 2019 after selling out during the quarter.
Long Road Investment Counsel sold 3,636 Vanguard Large-Cap ETF shares in Q3 2019, an estimated $490K.
Long Road Investment Counsel first reported a position in Vanguard Large-Cap ETF in Q3 2017 and held it in 5 quarters.
Long Road Investment Counsel's Vanguard Large-Cap ETF position peaked at $490K in Q2 2019.
500 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q3 2019.

Based on Long Road Investment Counsel's 13F filing for Q3 2019, filed 13 Nov 2019.