REDW Wealth’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

REDW Wealth’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	-4,097	Closed	-$1.08M	–	166
2024 Q3	$1.08M	Hold	4,097	–	–	0.28%	57
2024 Q2	$1.02M	Hold	4,097	–	–	0.27%	53
2024 Q1	$982K	Hold	4,097	–	–	0.26%	53
2023 Q4	$894K	Hold	4,097	–	–	0.26%	54
2023 Q3	$802K	Sell	4,097 -194	-5%	-$39.5K	0.25%	57
2023 Q2	$870K	Hold	4,291	–	–	0.26%	51
2023 Q1	$802K	Hold	4,291	–	–	0.26%	57
2022 Q4	$747K	Hold	4,291	–	–	0.26%	51
2022 Q3	$702K	Hold	4,291	–	–	0.27%	47
2022 Q2	$740K	Hold	4,291	–	–	0.27%	46
2022 Q1	$895K	Hold	4,291	–	–	0.27%	41
2021 Q4	$948K	Hold	4,291	–	–	0.28%	38
2021 Q3	$862K	Hold	4,291	–	–	0.27%	40
2021 Q2	$861K	Hold	4,291	–	–	0.27%	37
2021 Q1	$795K	Buy	+4,291	New	+$778K	0.27%	38

Other funds holding VV

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

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

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

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

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

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

REDW Wealth's VV Position: Q4 2024 in Review

REDW Wealth sold out of Vanguard Morningstar Large-Cap ETF (VV) in Q4 2024, closing a stake of 4,097 shares — an estimated $1.08M sold.

REDW Wealth first reported a position in VV in Q1 2021 and held it in 15 quarters. The position peaked at $1.08M in Q3 2024. 1,185 funds tracked by Wall St. Rank hold VV as of Q4 2024.

REDW Wealth reported no remaining Vanguard Morningstar Large-Cap ETF position as of Q4 2024 after selling out during the quarter.
REDW Wealth sold 4,097 Vanguard Morningstar Large-Cap ETF shares in Q4 2024, an estimated $1.08M.
REDW Wealth first reported a position in Vanguard Morningstar Large-Cap ETF in Q1 2021 and held it in 15 quarters.
REDW Wealth's Vanguard Morningstar Large-Cap ETF position peaked at $1.08M in Q3 2024.
1,185 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q4 2024.

Based on REDW Wealth's 13F filing for Q4 2024, filed 7 Feb 2025.