MHS
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M Holdings Securities’s Vanguard Large-Cap ETF VV Stock Holding History

M Holdings Securities’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 		– Sell
-1,487
Closed -$278K – 450
2023
Q1 		$278K Buy
+1,487
New +$271K 0.03% 370

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
SC
Samlyn Capital New York $5.86B AUM 36.3% 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

M Holdings Securities's VV Position: Q1 2023 in Review

M Holdings Securities sold out of Vanguard Large-Cap ETF (VV) in Q1 2023, closing a stake of 1,487 shares — an estimated $271K sold.

M Holdings Securities first reported a position in VV in Q2 2014 and held it in 24 quarters. The position peaked at $681K in Q1 2017. 894 funds tracked by Wall St. Rank hold VV as of Q1 2023.

  • M Holdings Securities reported no remaining Vanguard Large-Cap ETF position as of Q1 2023 after selling out during the quarter.
  • M Holdings Securities sold 1,487 Vanguard Large-Cap ETF shares in Q1 2023, an estimated $271K.
  • M Holdings Securities first reported a position in Vanguard Large-Cap ETF in Q2 2014 and held it in 24 quarters.
  • M Holdings Securities's Vanguard Large-Cap ETF position peaked at $681K in Q1 2017.
  • 894 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q1 2023.

Based on M Holdings Securities's 13F filing for Q1 2023, filed 16 May 2023.