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Pekin Hardy Strauss’s Vanguard Large-Cap ETF VV Stock Holding History

Pekin Hardy Strauss’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
2015
Q1 		– Sell
-5,086
Closed -$480K – 234
2014
Q4 		$480K Buy
+5,086
New +$469K 0.07% 151

Other funds holding VV

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
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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
TFA
Transamerica Financial Advisors St. Petersburg, Florida $1.17B AUM 23.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CCM
Carlson Capital Management Northfield, Minnesota $2.29B AUM 7.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Pekin Hardy Strauss's VV Position: Q1 2015 in Review

Pekin Hardy Strauss sold out of Vanguard Large-Cap ETF (VV) in Q1 2015, closing a stake of 5,086 shares — an estimated $480K sold.

Pekin Hardy Strauss first reported a position in VV in Q4 2014 and held it in 1 quarter. The position peaked at $480K in Q4 2014. 252 funds tracked by Wall St. Rank hold VV as of Q1 2015.

  • Pekin Hardy Strauss reported no remaining Vanguard Large-Cap ETF position as of Q1 2015 after selling out during the quarter.
  • Pekin Hardy Strauss sold 5,086 Vanguard Large-Cap ETF shares in Q1 2015, an estimated $480K.
  • Pekin Hardy Strauss first reported a position in Vanguard Large-Cap ETF in Q4 2014 and held it in 1 quarter.
  • Pekin Hardy Strauss's Vanguard Large-Cap ETF position peaked at $480K in Q4 2014.
  • 252 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q1 2015.

Based on Pekin Hardy Strauss's 13F filing for Q1 2015, filed 11 May 2015.