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Personal CFO Solutions’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Personal CFO Solutions’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
2024
Q4 		– Sell
-2,309
Closed -$608K – 615
2024
Q3 		$608K Buy
2,309
+20
+0.9% +$5.07K 0.09% 221
2024
Q2 		$571K Hold
2,289
– – 0.09% 226
2024
Q1 		$549K Sell
2,289
-3
-0.1% -$686 0.09% 228
2023
Q4 		$500K Buy
2,292
+246
+12% +$50.3K 0.09% 223
2023
Q3 		$400K Hold
2,046
– – 0.08% 249
2023
Q2 		$415K Hold
2,046
– – 0.08% 248
2023
Q1 		$382K Hold
2,046
– – 0.08% 253
2022
Q4 		$356K Sell
2,046
-45
-2% -$7.89K 0.08% 258
2022
Q3 		$342K Buy
2,091
+7
+0.3% +$1.27K 0.09% 227
2022
Q2 		$359K Hold
2,084
– – 0.08% 228
2022
Q1 		$434K Hold
2,084
– – 0.09% 224
2021
Q4 		$461K Sell
2,084
-1,125
-35% -$241K 0.09% 211
2021
Q3 		$645K Hold
3,209
– – 0.13% 153
2021
Q2 		$644K Hold
3,209
– – 0.13% 149
2021
Q1 		$595K Hold
3,209
– – 0.13% 147
2020
Q4 		$564K Sell
3,209
-1,175
-27% -$195K 0.14% 136
2020
Q3 		$1M Sell
4,384
-659
-13% -$102K 0.33% 124
2020
Q2 		$721K Sell
5,043
-918
-15% -$124K 0.21% 97
2020
Q1 		$706K Buy
5,961
+91
+2% +$12.8K 0.25% 90
2019
Q4 		$868K Sell
5,870
-636
-10% -$90K 0.25% 84
2019
Q3 		$887K Buy
+6,506
New +$883K 0.35% 69

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Personal CFO Solutions's VV Position: Q4 2024 in Review

Personal CFO Solutions sold out of Vanguard Morningstar Large-Cap ETF (VV) in Q4 2024, closing a stake of 2,309 shares — an estimated $608K sold.

Personal CFO Solutions first reported a position in VV in Q3 2019 and held it in 21 quarters. The position peaked at $1M in Q3 2020. 1,185 funds tracked by Wall St. Rank hold VV as of Q4 2024.

  • Personal CFO Solutions reported no remaining Vanguard Morningstar Large-Cap ETF position as of Q4 2024 after selling out during the quarter.
  • Personal CFO Solutions sold 2,309 Vanguard Morningstar Large-Cap ETF shares in Q4 2024, an estimated $608K.
  • Personal CFO Solutions first reported a position in Vanguard Morningstar Large-Cap ETF in Q3 2019 and held it in 21 quarters.
  • Personal CFO Solutions's Vanguard Morningstar Large-Cap ETF position peaked at $1M in Q3 2020.
  • 1,185 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q4 2024.

Based on Personal CFO Solutions's 13F filing for Q4 2024, filed 7 Feb 2025.