Reilly Financial Advisors’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Reilly Financial 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
2021 Q4	$110K	Sell	499 -40	-7%	-$8.58K	0.01%	272
2021 Q3	$108K	Buy	539 +15	+3%	+$3.1K	0.01%	258
2021 Q2	$105K	Sell	524 -121	-19%	-$23.6K	0.01%	268
2021 Q1	$120K	Buy	645 +246	+62%	+$44.6K	0.01%	246
2020 Q4	$70K	Hold	399	–	–	0.01%	292
2020 Q3	$62K	Buy	399 +278	+230%	+$42.9K	0.01%	277
2020 Q2	$17K	Hold	121	–	–	﹤0.01%	484
2020 Q1	$14K	Hold	121	–	–	﹤0.01%	493
2019 Q4	$18K	Buy	+121	New	+$17.1K	﹤0.01%	531
2015 Q3	–	Sell	-9	Closed	-$1K	–	1396
2015 Q2	$1K	Buy	+9	New	+$871	﹤0.01%	1298

Other funds holding VV

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

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

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

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Reilly Financial Advisors's VV Position: Q4 2021 in Review

Reilly Financial Advisors reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 7.4% in Q4 2021, selling an estimated $8.58K and leaving 499 shares worth $110K. The position accounts for 0.01% of the portfolio, ranked #272.

Reilly Financial Advisors first reported a position in VV in Q2 2015 and has held it in 10 quarters since. The position peaked at $120K in Q1 2021. 864 funds tracked by Wall St. Rank hold VV as of Q4 2021.

Reilly Financial Advisors held 499 shares of Vanguard Morningstar Large-Cap ETF worth $110K as of Q4 2021.
Reilly Financial Advisors sold 40 Vanguard Morningstar Large-Cap ETF shares in Q4 2021, an estimated $8.58K.
Vanguard Morningstar Large-Cap ETF made up 0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #272 holding.
Reilly Financial Advisors first reported a position in Vanguard Morningstar Large-Cap ETF in Q2 2015 and has held it in 10 quarters since.
Reilly Financial Advisors's Vanguard Morningstar Large-Cap ETF position peaked at $120K in Q1 2021.
864 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.