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

Private 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
2023 Q1	–	Sell	-1,168	Closed	-$203K	–	96
2022 Q4	$203K	Buy	+1,168	New	+$205K	0.03%	71
2022 Q3	–	Sell	-1,168	Closed	-$201K	–	95
2022 Q2	$201K	Buy	+1,168	New	+$219K	0.03%	77
2022 Q1	–	Sell	-940	Closed	-$208K	–	105
2021 Q4	$208K	Buy	+940	New	+$202K	0.03%	77

Other funds holding VV

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return

Private Capital Advisors's VV Position: Q1 2023 in Review

Private Capital Advisors sold out of Vanguard Large-Cap ETF (VV) in Q1 2023, closing a stake of 1,168 shares — an estimated $203K sold.

Private Capital Advisors first reported a position in VV in Q4 2021 and held it in 3 quarters. The position peaked at $208K in Q4 2021. 894 funds tracked by Wall St. Rank hold VV as of Q1 2023.

Private Capital Advisors reported no remaining Vanguard Large-Cap ETF position as of Q1 2023 after selling out during the quarter.
Private Capital Advisors sold 1,168 Vanguard Large-Cap ETF shares in Q1 2023, an estimated $203K.
Private Capital Advisors first reported a position in Vanguard Large-Cap ETF in Q4 2021 and held it in 3 quarters.
Private Capital Advisors's Vanguard Large-Cap ETF position peaked at $208K in Q4 2021.
894 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q1 2023.

Based on Private Capital Advisors's 13F filing for Q1 2023, filed 8 May 2023.