Red Cedar Investment Management’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Red Cedar Investment Management’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
2021 Q2	–	Sell	-31,089	Closed	-$5.76M	–	86
2021 Q1	$5.76M	Sell	31,089 -10,343	-25%	-$1.87M	0.75%	19
2020 Q4	$7.28M	Buy	41,432 +9,735	+31%	+$1.62M	1.09%	15
2020 Q3	$4.96M	Buy	+31,697	New	+$4.89M	0.91%	18

Other funds holding VV

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Red Cedar Investment Management's VV Position: Q2 2021 in Review

Red Cedar Investment Management sold out of Vanguard Morningstar Large-Cap ETF (VV) in Q2 2021, closing a stake of 31,089 shares — an estimated $5.76M sold.

Red Cedar Investment Management first reported a position in VV in Q3 2020 and held it in 3 quarters. The position peaked at $7.28M in Q4 2020. 748 funds tracked by Wall St. Rank hold VV as of Q2 2021.

Red Cedar Investment Management reported no remaining Vanguard Morningstar Large-Cap ETF position as of Q2 2021 after selling out during the quarter.
Red Cedar Investment Management sold 31,089 Vanguard Morningstar Large-Cap ETF shares in Q2 2021, an estimated $5.76M.
Red Cedar Investment Management first reported a position in Vanguard Morningstar Large-Cap ETF in Q3 2020 and held it in 3 quarters.
Red Cedar Investment Management's Vanguard Morningstar Large-Cap ETF position peaked at $7.28M in Q4 2020.
748 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2021.

Based on Red Cedar Investment Management's 13F filing for Q2 2021, filed 2 Aug 2021.