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Patten Group’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Patten Group’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
2022
Q2 		– Sell
-1,010
Closed -$211K – 257
2022
Q1 		$211K Hold
1,010
– – 0.06% 251
2021
Q4 		$223K Hold
1,010
– – 0.06% 247
2021
Q3 		$203K Hold
1,010
– – 0.06% 255
2021
Q2 		$203K Buy
+1,010
New +$197K 0.06% 255
2020
Q1 		– Sell
-1,485
Closed -$220K – 211
2019
Q4 		$220K Sell
1,485
-15
-1% -$2.12K 0.08% 197
2019
Q3 		$204K Hold
1,500
– – 0.08% 197
2019
Q2 		$202K Sell
1,500
-505
-25% -$66.8K 0.08% 203
2019
Q1 		$260K Hold
2,005
– – 0.11% 165
2018
Q4 		$230K Buy
2,005
+159
+9% +$19.7K 0.11% 159
2018
Q3 		$246K Buy
1,846
+405
+28% +$53.1K 0.09% 182
2018
Q2 		$180K Buy
1,441
+1
+0.1% +$124 0.07% 197
2018
Q1 		$175K Buy
1,440
+70
+5% +$8.79K 0.07% 194
2017
Q4 		$168K Buy
1,370
+25
+2% +$2.99K 0.07% 208
2017
Q3 		$155K Hold
1,345
– – 0.06% 214
2017
Q2 		$153K Sell
1,345
-60
-4% -$6.6K 0.06% 221
2017
Q1 		$152K Hold
1,405
– – 0.07% 202
2016
Q4 		$148K Hold
1,405
– – 0.07% 202
2016
Q3 		$137K Hold
1,405
– – 0.06% 207
2016
Q2 		$135K Hold
1,405
– – 0.06% 206
2016
Q1 		$132K Sell
1,405
-60
-4% -$5.35K 0.06% 206
2015
Q4 		$137K Buy
1,465
+20
+1% +$1.88K 0.07% 196
2015
Q3 		$127K Buy
1,445
+20
+1% +$1.87K 0.07% 204
2015
Q2 		$135K Buy
+1,425
New +$138K 0.06% 207
2015
Q1 		– Sell
-1,385
Closed -$131K – 247
2014
Q4 		$131K Buy
+1,385
New +$128K 0.06% 184

Other funds holding VV

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Creative Planning
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
SC
Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Patten Group's VV Position: Q2 2022 in Review

Patten Group sold out of Vanguard Morningstar Large-Cap ETF (VV) in Q2 2022, closing a stake of 1,010 shares — an estimated $211K sold.

Patten Group first reported a position in VV in Q4 2014 and held it in 24 quarters. The position peaked at $260K in Q1 2019. 847 funds tracked by Wall St. Rank hold VV as of Q2 2022.

  • Patten Group reported no remaining Vanguard Morningstar Large-Cap ETF position as of Q2 2022 after selling out during the quarter.
  • Patten Group sold 1,010 Vanguard Morningstar Large-Cap ETF shares in Q2 2022, an estimated $211K.
  • Patten Group first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2014 and held it in 24 quarters.
  • Patten Group's Vanguard Morningstar Large-Cap ETF position peaked at $260K in Q1 2019.
  • 847 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2022.

Based on Patten Group's 13F filing for Q2 2022, filed 18 Jul 2022.