Oak Point Wealth Management’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Oak Point Wealth Management’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
2018 Q1	$11K	Buy	+91	New	+$11.4K	0.01%	151

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

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

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

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

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

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

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

Oak Point Wealth Management's VV Position: Q1 2018 in Review

Oak Point Wealth Management opened a new position in Vanguard Morningstar Large-Cap ETF (VV) in Q1 2018: 91 shares worth $11K. The stake represents 0.01% of the portfolio and ranks #151 among its holdings.

427 funds tracked by Wall St. Rank hold VV as of Q1 2018.

Oak Point Wealth Management held 91 shares of Vanguard Morningstar Large-Cap ETF worth $11K as of Q1 2018.
Vanguard Morningstar Large-Cap ETF was a new Oak Point Wealth Management position in Q1 2018.
Vanguard Morningstar Large-Cap ETF made up 0.01% of Oak Point Wealth Management's portfolio in Q1 2018, its #151 holding.
427 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q1 2018.

Based on Oak Point Wealth Management's 13F filing for Q1 2018, filed 30 Apr 2018.