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Osborn Williams & Donohoe’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Osborn Williams & Donohoe’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
2019
Q2 		– Sell
-194
Closed -$26K – 661
2019
Q1 		$26K Buy
+194
New +$24.3K ﹤0.01% 531

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
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Osborn Williams & Donohoe's VV Position: Q2 2019 in Review

Osborn Williams & Donohoe sold out of Vanguard Morningstar Large-Cap ETF (VV) in Q2 2019, closing a stake of 194 shares — an estimated $26K sold.

Osborn Williams & Donohoe first reported a position in VV in Q1 2019 and held it in 1 quarter. The position peaked at $26K in Q1 2019. 489 funds tracked by Wall St. Rank hold VV as of Q2 2019.

  • Osborn Williams & Donohoe reported no remaining Vanguard Morningstar Large-Cap ETF position as of Q2 2019 after selling out during the quarter.
  • Osborn Williams & Donohoe sold 194 Vanguard Morningstar Large-Cap ETF shares in Q2 2019, an estimated $26K.
  • Osborn Williams & Donohoe first reported a position in Vanguard Morningstar Large-Cap ETF in Q1 2019 and held it in 1 quarter.
  • Osborn Williams & Donohoe's Vanguard Morningstar Large-Cap ETF position peaked at $26K in Q1 2019.
  • 489 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2019.

Based on Osborn Williams & Donohoe's 13F filing for Q2 2019, filed 26 Jul 2019.