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

Palo 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
2018
Q3 		– Sell
-2,797
Closed -$349K – 171
2018
Q2 		$349K Hold
2,797
– – 0.13% 141
2018
Q1 		$339K Buy
+2,797
New +$351K 0.12% 143

Other funds holding VV

Jones Financial Companies
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
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $1.66T AUM 25.57% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Palo Capital's VV Position: Q3 2018 in Review

Palo Capital sold out of Vanguard Morningstar Large-Cap ETF (VV) in Q3 2018, closing a stake of 2,797 shares — an estimated $349K sold.

Palo Capital first reported a position in VV in Q1 2018 and held it in 2 quarters. The position peaked at $349K in Q2 2018. 450 funds tracked by Wall St. Rank hold VV as of Q3 2018.

  • Palo Capital reported no remaining Vanguard Morningstar Large-Cap ETF position as of Q3 2018 after selling out during the quarter.
  • Palo Capital sold 2,797 Vanguard Morningstar Large-Cap ETF shares in Q3 2018, an estimated $349K.
  • Palo Capital first reported a position in Vanguard Morningstar Large-Cap ETF in Q1 2018 and held it in 2 quarters.
  • Palo Capital's Vanguard Morningstar Large-Cap ETF position peaked at $349K in Q2 2018.
  • 450 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q3 2018.

Based on Palo Capital's 13F filing for Q3 2018, filed 25 Oct 2018.