Old Mission Capital’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Old Mission Capital’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	–	Sell	-4,541	Closed	-$1.13M	–	1766
2024 Q2	$1.13M	Buy	+4,541	New	+$1.09M	0.02%	441
2024 Q1	–	Sell	-4,576	Closed	-$998K	–	1639
2023 Q4	$998K	Buy	+4,576	New	+$935K	0.02%	542
2021 Q4	–	Sell	-6,981	Closed	-$1.4M	–	1268
2021 Q3	$1.4M	Buy	+6,981	New	+$1.44M	0.06%	298

Other funds holding VV

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Old Mission Capital's VV Position: Q3 2024 in Review

Old Mission Capital sold out of Vanguard Morningstar Large-Cap ETF (VV) in Q3 2024, closing a stake of 4,541 shares — an estimated $1.13M sold.

Old Mission Capital first reported a position in VV in Q3 2021 and held it in 3 quarters. The position peaked at $1.4M in Q3 2021. 1,101 funds tracked by Wall St. Rank hold VV as of Q3 2024.

Old Mission Capital reported no remaining Vanguard Morningstar Large-Cap ETF position as of Q3 2024 after selling out during the quarter.
Old Mission Capital sold 4,541 Vanguard Morningstar Large-Cap ETF shares in Q3 2024, an estimated $1.13M.
Old Mission Capital first reported a position in Vanguard Morningstar Large-Cap ETF in Q3 2021 and held it in 3 quarters.
Old Mission Capital's Vanguard Morningstar Large-Cap ETF position peaked at $1.4M in Q3 2021.
1,101 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q3 2024.

Based on Old Mission Capital's 13F filing for Q3 2024, filed 14 Nov 2024.