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

Personal Capital 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
2022
Q4 		$1.21M Sell
6,935
-556
-7% -$97.5K 0.01% 230
2022
Q3 		$1.23M Buy
7,491
+659
+10% +$120K 0.01% 228
2022
Q2 		$1.18M Sell
6,832
-117
-2% -$22K 0.01% 226
2022
Q1 		$1.45M Sell
6,949
-511
-7% -$105K 0.01% 230
2021
Q4 		$1.65M Sell
7,460
-148
-2% -$31.7K 0.01% 239
2021
Q3 		$1.53M Buy
7,608
+30
+0.4% +$6.2K 0.01% 236
2021
Q2 		$1.52M Buy
7,578
+480
+7% +$93.7K 0.01% 237
2021
Q1 		$1.31M Buy
7,098
+2,456
+53% +$445K 0.01% 242
2020
Q4 		$816K Buy
4,642
+185
+4% +$30.7K 0.01% 261
2020
Q3 		$697K Buy
4,457
+933
+26% +$144K 0.01% 262
2020
Q2 		$504K Buy
3,524
+456
+15% +$61.7K ﹤0.01% 253
2020
Q1 		$360K Sell
3,068
-1,173
-28% -$165K ﹤0.01% 269
2019
Q4 		$627K Buy
4,241
+2,045
+93% +$289K 0.01% 249
2019
Q3 		$299K Sell
2,196
-567
-21% -$77K ﹤0.01% 292
2019
Q2 		$372K Buy
2,763
+802
+41% +$106K ﹤0.01% 256
2019
Q1 		$255K Buy
+1,961
New +$245K ﹤0.01% 289
2018
Q4 		– Sell
-1,881
Closed -$251K – 326
2018
Q3 		$251K Hold
1,881
– – ﹤0.01% 264
2018
Q2 		$235K Hold
1,881
– – ﹤0.01% 260
2018
Q1 		$228K Sell
1,881
-264
-12% -$33.1K ﹤0.01% 245
2017
Q4 		$263K Sell
2,145
-199
-8% -$23.8K ﹤0.01% 215
2017
Q3 		$271K Buy
2,344
+455
+24% +$51.5K 0.01% 200
2017
Q2 		$210K Buy
+1,889
New +$208K ﹤0.01% 212
2016
Q1 		– Sell
-4,110
Closed -$384K – 173
2015
Q4 		$384K Buy
4,110
+616
+18% +$58K 0.02% 138
2015
Q3 		$308K Hold
3,494
– – 0.02% 135
2015
Q2 		$331K Sell
3,494
-40
-1% -$3.87K 0.02% 131
2015
Q1 		$336K Buy
+3,534
New +$336K 0.03% 128

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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
SC
Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return

Personal Capital Advisors's VV Position: Q4 2022 in Review

Personal Capital Advisors reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 7.4% in Q4 2022, selling an estimated $97.5K and leaving 6,935 shares worth $1.21M. The position accounts for 0.01% of the portfolio, ranked #230.

Personal Capital Advisors first reported a position in VV in Q1 2015 and has held it in 26 quarters since. The position peaked at $1.65M in Q4 2021. 892 funds tracked by Wall St. Rank hold VV as of Q4 2022.

  • Personal Capital Advisors held 6,935 shares of Vanguard Morningstar Large-Cap ETF worth $1.21M as of Q4 2022.
  • Personal Capital Advisors sold 556 Vanguard Morningstar Large-Cap ETF shares in Q4 2022, an estimated $97.5K.
  • Vanguard Morningstar Large-Cap ETF made up 0.01% of Personal Capital Advisors's portfolio in Q4 2022, its #230 holding.
  • Personal Capital Advisors first reported a position in Vanguard Morningstar Large-Cap ETF in Q1 2015 and has held it in 26 quarters since.
  • Personal Capital Advisors's Vanguard Morningstar Large-Cap ETF position peaked at $1.65M in Q4 2021.
  • 892 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q4 2022.

Based on Personal Capital Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.