MIFH
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Migdal Insurance & Financial Holdings’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Migdal Insurance & Financial Holdings’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 		– Sell
-375
Closed -$65K – 619
2022
Q2 		$65K Hold
375
– – ﹤0.01% 351
2022
Q1 		$78K Buy
+375
New +$77K ﹤0.01% 391

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Creative Planning
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NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $1.66T 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
SC
Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return
PNC Financial Services Group
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

Migdal Insurance & Financial Holdings's VV Position: Q3 2022 in Review

Migdal Insurance & Financial Holdings sold out of Vanguard Morningstar Large-Cap ETF (VV) in Q3 2022, closing a stake of 375 shares — an estimated $65K sold.

Migdal Insurance & Financial Holdings first reported a position in VV in Q1 2022 and held it in 2 quarters. The position peaked at $78K in Q1 2022. 821 funds tracked by Wall St. Rank hold VV as of Q3 2022.

  • Migdal Insurance & Financial Holdings reported no remaining Vanguard Morningstar Large-Cap ETF position as of Q3 2022 after selling out during the quarter.
  • Migdal Insurance & Financial Holdings sold 375 Vanguard Morningstar Large-Cap ETF shares in Q3 2022, an estimated $65K.
  • Migdal Insurance & Financial Holdings first reported a position in Vanguard Morningstar Large-Cap ETF in Q1 2022 and held it in 2 quarters.
  • Migdal Insurance & Financial Holdings's Vanguard Morningstar Large-Cap ETF position peaked at $78K in Q1 2022.
  • 821 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q3 2022.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q3 2022, filed 31 Oct 2022.