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

Magnus 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 Q1	–	Sell	-2,208	Closed	-$326K	–	693
2019 Q4	$326K	Buy	2,208 +11	+0.5%	+$1.56K	0.05%	266
2019 Q3	$299K	Buy	2,197 +318	+17%	+$43.2K	0.06%	255
2019 Q2	$253K	Buy	+1,879	New	+$249K	0.05%	343

Other funds holding VV

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Magnus Financial Group's VV Position: Q1 2020 in Review

Magnus Financial Group sold out of Vanguard Morningstar Large-Cap ETF (VV) in Q1 2020, closing a stake of 2,208 shares — an estimated $326K sold.

Magnus Financial Group first reported a position in VV in Q2 2019 and held it in 3 quarters. The position peaked at $326K in Q4 2019. 564 funds tracked by Wall St. Rank hold VV as of Q1 2020.

Magnus Financial Group reported no remaining Vanguard Morningstar Large-Cap ETF position as of Q1 2020 after selling out during the quarter.
Magnus Financial Group sold 2,208 Vanguard Morningstar Large-Cap ETF shares in Q1 2020, an estimated $326K.
Magnus Financial Group first reported a position in Vanguard Morningstar Large-Cap ETF in Q2 2019 and held it in 3 quarters.
Magnus Financial Group's Vanguard Morningstar Large-Cap ETF position peaked at $326K in Q4 2019.
564 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q1 2020.

Based on Magnus Financial Group's 13F filing for Q1 2020, filed 11 May 2020.