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Merriman Wealth Management’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Merriman 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
2024
Q4 		$7.69M Sell
28,520
-1,386
-5% -$376K 0.32% 36
2024
Q3 		$7.88M Sell
29,906
-1,302
-4% -$330K 0.32% 35
2024
Q2 		$7.8M Buy
31,208
+1,939
+7% +$466K 0.34% 32
2024
Q1 		$7.02M Sell
29,269
-463
-2% -$106K 0.31% 34
2023
Q4 		$6.49M Buy
29,732
+23,749
+397% +$4.85M 0.32% 36
2023
Q3 		$1.17M Buy
5,983
+1
+0% +$204 0.06% 73
2023
Q2 		$1.21M Sell
5,982
-46
-0.8% -$8.82K 0.06% 92
2023
Q1 		$1.13M Buy
6,028
+48
+0.8% +$8.74K 0.06% 84
2022
Q4 		$1.04M Buy
5,980
+1
+0% +$175 0.05% 89
2022
Q3 		$978K Sell
5,979
-64
-1% -$11.6K 0.06% 66
2022
Q2 		$1.04M Buy
6,043
+3,971
+192% +$745K 0.07% 65
2022
Q1 		$432K Buy
2,072
+1
+0% +$205 0.04% 137
2021
Q4 		$458K Buy
2,071
+1
+0% +$214 0.03% 150
2021
Q3 		$416K Sell
2,070
-4
-0.2% -$827 0.03% 149
2021
Q2 		$416K Buy
2,074
+51
+3% +$9.95K 0.04% 168
2021
Q1 		$375K Sell
2,023
-100
-5% -$18.1K 0.04% 145
2020
Q4 		$374K Buy
2,123
+48
+2% +$7.97K 0.04% 159
2020
Q3 		$325K Buy
2,075
+55
+3% +$8.48K 0.05% 131
2020
Q2 		$289K Buy
2,020
+1
+0% +$135 0.05% 136
2020
Q1 		$239K Sell
2,019
-28,101
-93% -$3.95M 0.05% 134
2019
Q4 		$4.45M Buy
30,120
+643
+2% +$91K 0.86% 33
2019
Q3 		$4.02M Sell
29,477
-800
-3% -$109K 0.81% 36
2019
Q2 		$41.1K Sell
30,277
-333
-1% -$44.1K 0.79% 37
2019
Q1 		$3.97M Buy
+30,610
New +$3.83M 0.75% 40

Other funds holding VV

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Creative Planning
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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Merriman Wealth Management's VV Position: Q4 2024 in Review

Merriman Wealth Management reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 4.6% in Q4 2024, selling an estimated $376K and leaving 28,520 shares worth $7.69M. The position accounts for 0.32% of the portfolio, ranked #36.

Merriman Wealth Management first reported a position in VV in Q1 2019 and has held it in 24 quarters since. The position peaked at $7.88M in Q3 2024. 1,183 funds tracked by Wall St. Rank hold VV as of Q4 2024.

  • Merriman Wealth Management held 28,520 shares of Vanguard Morningstar Large-Cap ETF worth $7.69M as of Q4 2024.
  • Merriman Wealth Management sold 1,386 Vanguard Morningstar Large-Cap ETF shares in Q4 2024, an estimated $376K.
  • Vanguard Morningstar Large-Cap ETF made up 0.32% of Merriman Wealth Management's portfolio in Q4 2024, its #36 holding.
  • Merriman Wealth Management first reported a position in Vanguard Morningstar Large-Cap ETF in Q1 2019 and has held it in 24 quarters since.
  • Merriman Wealth Management's Vanguard Morningstar Large-Cap ETF position peaked at $7.88M in Q3 2024.
  • 1,183 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q4 2024.

Based on Merriman Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.