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MFA Wealth Advisors’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

MFA Wealth Advisors’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
Q3 		– Sell
-47,665
Closed -$6.82M – 228
2020
Q2 		$6.82M Buy
47,665
+6,776
+17% +$916K 4.41% 7
2020
Q1 		$4.83M Buy
+40,889
New +$5.74M 4.69% 7

Other funds holding VV

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

MFA Wealth Advisors's VV Position: Q3 2020 in Review

MFA Wealth Advisors sold out of Vanguard Morningstar Large-Cap ETF (VV) in Q3 2020, closing a stake of 47,665 shares — an estimated $6.82M sold.

MFA Wealth Advisors first reported a position in VV in Q1 2020 and held it in 2 quarters. The position peaked at $6.82M in Q2 2020. 608 funds tracked by Wall St. Rank hold VV as of Q3 2020.

  • MFA Wealth Advisors reported no remaining Vanguard Morningstar Large-Cap ETF position as of Q3 2020 after selling out during the quarter.
  • MFA Wealth Advisors sold 47,665 Vanguard Morningstar Large-Cap ETF shares in Q3 2020, an estimated $6.82M.
  • MFA Wealth Advisors first reported a position in Vanguard Morningstar Large-Cap ETF in Q1 2020 and held it in 2 quarters.
  • MFA Wealth Advisors's Vanguard Morningstar Large-Cap ETF position peaked at $6.82M in Q2 2020.
  • 608 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q3 2020.

Based on MFA Wealth Advisors's 13F filing for Q3 2020, filed 12 Nov 2020.