Meeder Advisory Services’s Vanguard Large-Cap ETF VV Stock Holding History

Meeder Advisory Services’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 Q3	–	Sell	-1,059	Closed	-$215K	–	447
2023 Q2	$215K	Sell	1,059 -450	-30%	-$86.3K	0.02%	408
2023 Q1	$282K	Buy	+1,509	New	+$275K	0.03%	371

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

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

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

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Meeder Advisory Services's VV Position: Q3 2023 in Review

Meeder Advisory Services sold out of Vanguard Large-Cap ETF (VV) in Q3 2023, closing a stake of 1,059 shares — an estimated $215K sold.

Meeder Advisory Services first reported a position in VV in Q1 2023 and held it in 2 quarters. The position peaked at $282K in Q1 2023. 938 funds tracked by Wall St. Rank hold VV as of Q3 2023.

Meeder Advisory Services reported no remaining Vanguard Large-Cap ETF position as of Q3 2023 after selling out during the quarter.
Meeder Advisory Services sold 1,059 Vanguard Large-Cap ETF shares in Q3 2023, an estimated $215K.
Meeder Advisory Services first reported a position in Vanguard Large-Cap ETF in Q1 2023 and held it in 2 quarters.
Meeder Advisory Services's Vanguard Large-Cap ETF position peaked at $282K in Q1 2023.
938 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q3 2023.

Based on Meeder Advisory Services's 13F filing for Q3 2023, filed 13 Nov 2023.