MA
VV icon

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

MONECO 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
2023
Q4 		– Sell
-2,309
Closed -$452K – 399
2023
Q3 		$452K Buy
2,309
+7
+0.3% +$1.43K 0.12% 193
2023
Q2 		$467K Buy
2,302
+7
+0.3% +$1.34K 0.13% 183
2023
Q1 		$429K Buy
2,295
+8
+0.3% +$1.46K 0.13% 186
2022
Q4 		$398K Buy
2,287
+9
+0.4% +$1.58K 0.14% 158
2022
Q3 		$373K Buy
2,278
+8
+0.4% +$1.45K 0.15% 155
2022
Q2 		$391K Buy
2,270
+8
+0.4% +$1.5K 0.15% 146
2022
Q1 		$472K Buy
2,262
+6
+0.3% +$1.23K 0.17% 128
2021
Q4 		$464K Sell
2,256
-219
-9% -$47K 0.17% 132
2021
Q3 		$497K Buy
2,475
+6
+0.2% +$1.24K 0.2% 118
2021
Q2 		$496K Buy
2,469
+6
+0.2% +$1.17K 0.23% 105
2021
Q1 		$456K Sell
2,463
-166
-6% -$30.1K 0.22% 108
2020
Q4 		$469K Buy
2,629
+7
+0.3% +$1.16K 0.26% 90
2020
Q3 		$410K Buy
2,622
+8
+0.3% +$1.23K 0.26% 88
2020
Q2 		$374K Sell
2,614
-7
-0.3% -$946 0.29% 83
2020
Q1 		$310K Sell
2,621
-29
-1% -$4.07K 0.32% 78
2019
Q4 		$405K Buy
2,650
+9
+0.3% +$1.27K 0.29% 83
2019
Q3 		$360K Buy
2,641
+14
+0.5% +$1.9K 0.28% 83
2019
Q2 		$354K Buy
2,627
+9
+0.3% +$1.19K 0.28% 86
2019
Q1 		$340K Buy
2,618
+38
+1% +$4.75K 0.28% 87
2018
Q4 		$296K Buy
+2,580
New +$319K 0.34% 64

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
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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MONECO Advisors's VV Position: Q4 2023 in Review

MONECO Advisors sold out of Vanguard Morningstar Large-Cap ETF (VV) in Q4 2023, closing a stake of 2,309 shares — an estimated $452K sold.

MONECO Advisors first reported a position in VV in Q4 2018 and held it in 20 quarters. The position peaked at $497K in Q3 2021. 1,037 funds tracked by Wall St. Rank hold VV as of Q4 2023.

  • MONECO Advisors reported no remaining Vanguard Morningstar Large-Cap ETF position as of Q4 2023 after selling out during the quarter.
  • MONECO Advisors sold 2,309 Vanguard Morningstar Large-Cap ETF shares in Q4 2023, an estimated $452K.
  • MONECO Advisors first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2018 and held it in 20 quarters.
  • MONECO Advisors's Vanguard Morningstar Large-Cap ETF position peaked at $497K in Q3 2021.
  • 1,037 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q4 2023.

Based on MONECO Advisors's 13F filing for Q4 2023, filed 5 Feb 2024.