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Paracle Advisors’s Vanguard Large-Cap ETF VV Stock Holding History

Paracle Advisors’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
2021
Q1 		$3.3M Hold
17,798
– – 0.6% 28
2020
Q4 		$3.13M Sell
17,798
-70
-0.4% -$11.6K 0.6% 27
2020
Q3 		$2.79M Sell
17,868
-30
-0.2% -$4.63K 0.6% 27
2020
Q2 		$2.56M Buy
17,898
+442
+3% +$59.8K 0.6% 28
2020
Q1 		$2.07M Sell
17,456
-251
-1% -$35.3K 0.56% 34
2019
Q4 		$2.62M Sell
17,707
-71
-0.4% -$10K 0.61% 26
2019
Q3 		$2.42M Sell
17,778
-74
-0.4% -$10K 0.59% 26
2019
Q2 		$2.4M Sell
17,852
-76
-0.4% -$10.1K 0.59% 26
2019
Q1 		$2.33M Sell
17,928
-932
-5% -$117K 0.61% 27
2018
Q4 		$2.17M Buy
18,860
+665
+4% +$82.3K 0.63% 26
2018
Q3 		$2.43M Sell
18,195
-322
-2% -$42.2K 0.72% 22
2018
Q2 		$2.31M Hold
18,517
– – 0.72% 20
2018
Q1 		$2.24M Sell
18,517
-299
-2% -$37.5K 0.72% 20
2017
Q4 		$2.31M Sell
18,816
-1,539
-8% -$184K 0.76% 20
2017
Q3 		$2.35M Sell
20,355
-602
-3% -$68.2K 0.81% 21
2017
Q2 		$2.33M Sell
20,957
-120
-0.6% -$13.2K 0.88% 19
2017
Q1 		$2.28M Buy
21,077
+2
+0% +$213 0.88% 22
2016
Q4 		$2.16M Sell
21,075
-1,380
-6% -$138K 0.87% 24
2016
Q3 		$2.23M Buy
22,455
+5
+0% +$495 1.03% 23
2016
Q2 		$2.15M Sell
22,450
-244
-1% -$23.2K 1.13% 21
2016
Q1 		$2.13M Buy
22,694
+148
+0.7% +$13.2K 1.14% 18
2015
Q4 		$2.11M Sell
22,546
-196
-0.9% -$18.5K 1.19% 19
2015
Q3 		$2M Buy
22,742
+5,285
+30% +$493K 1.19% 19
2015
Q2 		$1.66M Sell
17,457
-2,501
-13% -$242K 1.07% 17
2015
Q1 		$1.9M Buy
19,958
+142
+0.7% +$13.5K 1.23% 16
2014
Q4 		$1.87M Sell
19,816
-133
-0.7% -$12.3K 1.23% 18
2014
Q3 		$1.8M Buy
+19,949
New +$1.81M 1.42% 15

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Paracle Advisors's VV Position: Q1 2021 in Review

Paracle Advisors held its Vanguard Large-Cap ETF (VV) position steady in Q1 2021 at 17,798 shares worth $3.3M. The position accounts for 0.6% of the portfolio, ranked #28.

Paracle Advisors first reported a position in VV in Q3 2014 and has held it in 27 quarters since. 720 funds tracked by Wall St. Rank hold VV as of Q1 2021.

  • Paracle Advisors held 17,798 shares of Vanguard Large-Cap ETF worth $3.3M as of Q1 2021.
  • Paracle Advisors left its Vanguard Large-Cap ETF share count unchanged in Q1 2021.
  • Vanguard Large-Cap ETF made up 0.6% of Paracle Advisors's portfolio in Q1 2021, its #28 holding.
  • Paracle Advisors first reported a position in Vanguard Large-Cap ETF in Q3 2014 and has held it in 27 quarters since.
  • 720 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q1 2021.

Based on Paracle Advisors's 13F filing for Q1 2021, filed 13 May 2021.