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Mader & Shannon Wealth Management’s Vanguard Large-Cap ETF VV Stock Holding History

Mader & Shannon Wealth Management’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
2017
Q3 		– Sell
-1,395
Closed -$154K – 31
2017
Q2 		$154K Sell
1,395
-223,726
-99% -$24.6M 0.21% 12
2017
Q1 		$24.3M Buy
+225,121
New +$24M 17.46% 3

Other funds holding VV

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SBSB
Sullivan, Bruyette, Speros & Blaney Mclean, Virginia $2.27B AUM 50.71% 1-Year Est. Return

Mader & Shannon Wealth Management's VV Position: Q3 2017 in Review

Mader & Shannon Wealth Management sold out of Vanguard Large-Cap ETF (VV) in Q3 2017, closing a stake of 1,395 shares — an estimated $154K sold.

Mader & Shannon Wealth Management first reported a position in VV in Q1 2017 and held it in 2 quarters. The position peaked at $24.3M in Q1 2017. 371 funds tracked by Wall St. Rank hold VV as of Q3 2017.

  • Mader & Shannon Wealth Management reported no remaining Vanguard Large-Cap ETF position as of Q3 2017 after selling out during the quarter.
  • Mader & Shannon Wealth Management sold 1,395 Vanguard Large-Cap ETF shares in Q3 2017, an estimated $154K.
  • Mader & Shannon Wealth Management first reported a position in Vanguard Large-Cap ETF in Q1 2017 and held it in 2 quarters.
  • Mader & Shannon Wealth Management's Vanguard Large-Cap ETF position peaked at $24.3M in Q1 2017.
  • 371 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q3 2017.

Based on Mader & Shannon Wealth Management's 13F filing for Q3 2017, filed 13 Nov 2017.