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Northwest Investment Counselors’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Northwest Investment Counselors’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
2024
Q3 		$39.8K Buy
+151
New +$38.3K 0.01% 270

Other funds holding VV

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Creative Planning
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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
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

Northwest Investment Counselors's VV Position: Q3 2024 in Review

Northwest Investment Counselors opened a new position in Vanguard Morningstar Large-Cap ETF (VV) in Q3 2024: 151 shares worth $39.8K. The stake represents 0.01% of the portfolio and ranks #270 among its holdings.

1,099 funds tracked by Wall St. Rank hold VV as of Q3 2024.

  • Northwest Investment Counselors held 151 shares of Vanguard Morningstar Large-Cap ETF worth $39.8K as of Q3 2024.
  • Vanguard Morningstar Large-Cap ETF was a new Northwest Investment Counselors position in Q3 2024.
  • Vanguard Morningstar Large-Cap ETF made up 0.01% of Northwest Investment Counselors's portfolio in Q3 2024, its #270 holding.
  • 1,099 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q3 2024.

Based on Northwest Investment Counselors's 13F filing for Q3 2024, filed 21 Oct 2024.