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

McCutchen 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
2022 Q3	$877K	Buy	5,365 +23	+0.4%	+$4.18K	0.19%	20
2022 Q2	$921K	Buy	5,342 +21	+0.4%	+$3.94K	0.19%	21
2022 Q1	$1.11M	Buy	5,321 +17	+0.3%	+$3.49K	0.19%	20
2021 Q4	$1.17M	Buy	5,304 +18	+0.3%	+$3.86K	0.2%	20
2021 Q3	$1.06M	Buy	5,286 +16	+0.3%	+$3.31K	0.19%	21
2021 Q2	$1.06M	Buy	5,270 +17	+0.3%	+$3.32K	0.19%	21
2021 Q1	$973K	Buy	5,253 +17	+0.3%	+$3.08K	0.2%	21
2020 Q4	$920K	Buy	5,236 +41	+0.8%	+$6.81K	0.2%	20
2020 Q3	$813K	Buy	5,195 +22	+0.4%	+$3.39K	0.2%	20
2020 Q2	$740K	Sell	5,173 -339	-6%	-$45.8K	0.2%	21
2020 Q1	$653K	Hold	5,512	–	–	0.2%	21
2019 Q4	$815K	Hold	5,512	–	–	0.22%	20
2019 Q3	$752K	Buy	5,512 +45	+0.8%	+$6.11K	0.22%	19
2019 Q2	$736K	Buy	5,467 +32	+0.6%	+$4.23K	0.23%	20
2019 Q1	$706K	Hold	5,435	–	–	0.24%	20
2018 Q4	$624K	Hold	5,435	–	–	0.23%	21
2018 Q3	$729K	Hold	5,435	–	–	0.24%	17
2018 Q2	$678K	Hold	5,435	–	–	0.23%	18
2018 Q1	$659K	Hold	5,435	–	–	0.23%	18
2017 Q4	$666K	Buy	5,435 +25	+0.5%	+$2.99K	0.23%	18
2017 Q3	$624K	Buy	5,410 +28	+0.5%	+$3.17K	0.22%	18
2017 Q2	$598K	Buy	5,382 +23	+0.4%	+$2.53K	0.22%	18
2017 Q1	$579K	Buy	5,359 +24	+0.4%	+$2.56K	0.23%	16
2016 Q4	$546K	Sell	5,335 -222	-4%	-$22.2K	0.23%	16
2016 Q3	$551K	Buy	5,557 +31	+0.6%	+$3.07K	0.23%	16
2016 Q2	$530K	Buy	5,526 +24	+0.4%	+$2.28K	0.24%	16
2016 Q1	$517K	Buy	5,502 +27	+0.5%	+$2.41K	0.25%	16
2015 Q4	$512K	Buy	5,475 +57	+1%	+$5.37K	0.26%	18
2015 Q3	$477K	Buy	5,418 +25	+0.5%	+$2.33K	0.24%	17
2015 Q2	$511K	Buy	5,393 +25	+0.5%	+$2.42K	0.24%	17
2015 Q1	$511K	Hold	5,368	–	–	0.25%	15
2014 Q4	$507K	Buy	5,368 +52	+1%	+$4.8K	0.27%	14
2014 Q3	$481K	Buy	5,316 +23	+0.4%	+$2.09K	0.28%	13
2014 Q2	$476K	Buy	5,293 +23	+0.4%	+$2.01K	0.26%	14
2014 Q1	$453K	Buy	+5,270	New	+$445K	0.26%	14

Other funds holding VV

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

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

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

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

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

Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return

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

PFO

Pathstone Family Office Englewood, New Jersey $13.1B AUM 21.02% 1-Year Est. Return

McCutchen Group's VV Position: Q3 2022 in Review

McCutchen Group increased its Vanguard Large-Cap ETF (VV) stake by 0.43% in Q3 2022, buying an estimated $4.18K and bringing the position to 5,365 shares worth $877K. The position accounts for 0.19% of the portfolio, ranked #20.

McCutchen Group first reported a position in VV in Q1 2014 and has held it in 35 quarters since. The position peaked at $1.17M in Q4 2021. 821 funds tracked by Wall St. Rank hold VV as of Q3 2022.

McCutchen Group held 5,365 shares of Vanguard Large-Cap ETF worth $877K as of Q3 2022.
McCutchen Group bought 23 Vanguard Large-Cap ETF shares in Q3 2022, an estimated $4.18K.
Vanguard Large-Cap ETF made up 0.19% of McCutchen Group's portfolio in Q3 2022, its #20 holding.
McCutchen Group first reported a position in Vanguard Large-Cap ETF in Q1 2014 and has held it in 35 quarters since.
McCutchen Group's Vanguard Large-Cap ETF position peaked at $1.17M in Q4 2021.
821 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q3 2022.

Based on McCutchen Group's 13F filing for Q3 2022, filed 2 Nov 2022.