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Meristem Family Wealth’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Meristem Family Wealth’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
Q1 		$473K Sell
2,267
-31,328
-93% -$6.43M 0.05% 191
2021
Q4 		$7.42M Hold
33,595
– – 0.64% 21
2021
Q3 		$6.75M Buy
+33,595
New +$6.94M 0.65% 19

Other funds holding VV

Jones Financial Companies
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
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $1.89T AUM 35.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
SC
Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Meristem Family Wealth's VV Position: Q1 2022 in Review

Meristem Family Wealth reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 93% in Q1 2022, selling an estimated $6.43M and leaving 2,267 shares worth $473K. The position accounts for 0.05% of the portfolio, ranked #191.

Meristem Family Wealth first reported a position in VV in Q3 2021 and has held it in 3 quarters since. The position peaked at $7.42M in Q4 2021. 864 funds tracked by Wall St. Rank hold VV as of Q1 2022.

  • Meristem Family Wealth held 2,267 shares of Vanguard Morningstar Large-Cap ETF worth $473K as of Q1 2022.
  • Meristem Family Wealth sold 31,328 Vanguard Morningstar Large-Cap ETF shares in Q1 2022, an estimated $6.43M.
  • Vanguard Morningstar Large-Cap ETF made up 0.05% of Meristem Family Wealth's portfolio in Q1 2022, its #191 holding.
  • Meristem Family Wealth first reported a position in Vanguard Morningstar Large-Cap ETF in Q3 2021 and has held it in 3 quarters since.
  • Meristem Family Wealth's Vanguard Morningstar Large-Cap ETF position peaked at $7.42M in Q4 2021.
  • 864 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q1 2022.

Based on Meristem Family Wealth's 13F filing for Q1 2022, filed 11 May 2022.