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

Private Vista’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
2020
Q2 		$693K Sell
4,843
-69
-1% -$9.33K 0.34% 49
2020
Q1 		$582K Buy
+4,912
New +$690K 0.22% 68

Other funds holding VV

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Private Vista's VV Position: Q2 2020 in Review

Private Vista reduced its Vanguard Large-Cap ETF (VV) stake by 1.4% in Q2 2020, selling an estimated $9.33K and leaving 4,843 shares worth $693K. The position accounts for 0.34% of the portfolio, ranked #49.

Private Vista first reported a position in VV in Q1 2020 and has held it in 2 quarters since. 595 funds tracked by Wall St. Rank hold VV as of Q2 2020.

  • Private Vista held 4,843 shares of Vanguard Large-Cap ETF worth $693K as of Q2 2020.
  • Private Vista sold 69 Vanguard Large-Cap ETF shares in Q2 2020, an estimated $9.33K.
  • Vanguard Large-Cap ETF made up 0.34% of Private Vista's portfolio in Q2 2020, its #49 holding.
  • Private Vista first reported a position in Vanguard Large-Cap ETF in Q1 2020 and has held it in 2 quarters since.
  • 595 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q2 2020.

Based on Private Vista's 13F filing for Q2 2020, filed 31 Jul 2020.