Nachman Norwood & Parrott’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Nachman Norwood & Parrott’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
2021 Q2	$884K	Hold	4,403	–	–	0.09%	140
2021 Q1	$816K	Hold	4,403	–	–	0.09%	140
2020 Q4	$774K	Hold	4,403	–	–	0.09%	139
2020 Q3	$689K	Hold	4,403	–	–	0.09%	133
2020 Q2	$630K	Sell	4,403 -250	-5%	-$33.8K	0.1%	134
2020 Q1	$551K	Hold	4,653	–	–	0.11%	129
2019 Q4	$688K	Sell	4,653 -50	-1%	-$7.07K	0.11%	137
2019 Q3	$641K	Hold	4,703	–	–	0.11%	135
2019 Q2	$634K	Hold	4,703	–	–	0.11%	136
2019 Q1	$614K	Hold	4,703	–	–	0.11%	131
2018 Q4	$540K	Buy	+4,703	New	+$582K	0.11%	132

Other funds holding VV

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 Overland Park, Kansas $147B AUM 18.73% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Nachman Norwood & Parrott's VV Position: Q2 2021 in Review

Nachman Norwood & Parrott held its Vanguard Morningstar Large-Cap ETF (VV) position steady in Q2 2021 at 4,403 shares worth $884K. The position accounts for 0.09% of the portfolio, ranked #140.

Nachman Norwood & Parrott first reported a position in VV in Q4 2018 and has held it in 11 quarters since. 748 funds tracked by Wall St. Rank hold VV as of Q2 2021.

Nachman Norwood & Parrott held 4,403 shares of Vanguard Morningstar Large-Cap ETF worth $884K as of Q2 2021.
Nachman Norwood & Parrott left its Vanguard Morningstar Large-Cap ETF share count unchanged in Q2 2021.
Vanguard Morningstar Large-Cap ETF made up 0.09% of Nachman Norwood & Parrott's portfolio in Q2 2021, its #140 holding.
Nachman Norwood & Parrott first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2018 and has held it in 11 quarters since.
748 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2021.

Based on Nachman Norwood & Parrott's 13F filing for Q2 2021, filed 13 Aug 2021.