Resource Consulting Group’s Vanguard Large-Cap ETF VV Stock Holding History

Resource Consulting Group’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 Q4	$1.34M	Hold	6,120	–	–	0.23%	26
2023 Q3	$1.2M	Hold	6,120	–	–	0.23%	25
2023 Q2	$1.24M	Hold	6,120	–	–	0.25%	27
2023 Q1	$1.14M	Hold	6,120	–	–	0.29%	11
2022 Q4	$1.07M	Hold	6,120	–	–	0.28%	9
2022 Q3	$1M	Hold	6,120	–	–	0.29%	14
2022 Q2	$1.05M	Hold	6,120	–	–	0.45%	10
2022 Q1	$1.28M	Buy	+6,120	New	+$1.26M	0.44%	16

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Resource Consulting Group's VV Position: Q4 2023 in Review

Resource Consulting Group held its Vanguard Large-Cap ETF (VV) position steady in Q4 2023 at 6,120 shares worth $1.34M. The position accounts for 0.23% of the portfolio, ranked #26.

Resource Consulting Group first reported a position in VV in Q1 2022 and has held it in 8 quarters since. 1,037 funds tracked by Wall St. Rank hold VV as of Q4 2023.

Resource Consulting Group held 6,120 shares of Vanguard Large-Cap ETF worth $1.34M as of Q4 2023.
Resource Consulting Group left its Vanguard Large-Cap ETF share count unchanged in Q4 2023.
Vanguard Large-Cap ETF made up 0.23% of Resource Consulting Group's portfolio in Q4 2023, its #26 holding.
Resource Consulting Group first reported a position in Vanguard Large-Cap ETF in Q1 2022 and has held it in 8 quarters since.
1,037 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q4 2023.

Based on Resource Consulting Group's 13F filing for Q4 2023, filed 11 Jan 2024.