Missouri Trust & Investment Company’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Missouri Trust & Investment Company’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 Q4	–	Sell	-800	Closed	-$131K	–	354
2022 Q3	$131K	Hold	800	–	–	0.09%	118
2022 Q2	$138K	Hold	800	–	–	0.09%	117
2022 Q1	$167K	Hold	800	–	–	0.1%	115
2021 Q4	$177K	Buy	+800	New	+$172K	0.1%	115

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 $15.3B AUM 24.71% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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 $202B AUM 37.79% 1-Year Est. Return

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

Missouri Trust & Investment Company's VV Position: Q4 2022 in Review

Missouri Trust & Investment Company sold out of Vanguard Morningstar Large-Cap ETF (VV) in Q4 2022, closing a stake of 800 shares — an estimated $131K sold.

Missouri Trust & Investment Company first reported a position in VV in Q4 2021 and held it in 4 quarters. The position peaked at $177K in Q4 2021. 892 funds tracked by Wall St. Rank hold VV as of Q4 2022.

Missouri Trust & Investment Company reported no remaining Vanguard Morningstar Large-Cap ETF position as of Q4 2022 after selling out during the quarter.
Missouri Trust & Investment Company sold 800 Vanguard Morningstar Large-Cap ETF shares in Q4 2022, an estimated $131K.
Missouri Trust & Investment Company first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2021 and held it in 4 quarters.
Missouri Trust & Investment Company's Vanguard Morningstar Large-Cap ETF position peaked at $177K in Q4 2021.
892 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q4 2022.

Based on Missouri Trust & Investment Company's 13F filing for Q4 2022, filed 10 Feb 2023.