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

Resource Planning 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 		$7.95M Sell
36,436
-11,580
-24% -$2.37M 5.05% 3
2023
Q3 		$9.4M Sell
48,016
-2,101
-4% -$428K 7.97% 3
2023
Q2 		$10.2M Sell
50,117
-867
-2% -$166K 8.23% 2
2023
Q1 		$9.52M Sell
50,984
-664
-1% -$121K 7.74% 3
2022
Q4 		$9M Sell
51,648
-619
-1% -$109K 7.21% 3
2022
Q3 		$8.55M Sell
52,267
-1,351
-3% -$246K 7.43% 3
2022
Q2 		$9.24M Buy
53,618
+113
+0.2% +$21.2K 7.69% 3
2022
Q1 		$11.2M Sell
53,505
-1,205
-2% -$248K 8.01% 3
2021
Q4 		$12.1M Sell
54,710
-2,961
-5% -$635K 8.11% 2
2021
Q3 		$11.6M Sell
57,671
-1,420
-2% -$293K 7.28% 2
2021
Q2 		$11.9M Buy
59,091
+1,422
+2% +$278K 6.87% 3
2021
Q1 		$10.7M Buy
57,669
+5,973
+12% +$1.08M 7% 3
2020
Q4 		$9.09M Sell
51,696
-1,405
-3% -$233K 6.46% 3
2020
Q3 		$8.31M Sell
53,101
-1,963
-4% -$303K 6.3% 4
2020
Q2 		$7.87M Buy
55,064
+9,981
+22% +$1.35M 5.89% 5
2020
Q1 		$5.34M Sell
45,083
-9,826
-18% -$1.38M 4.65% 6
2019
Q4 		$8.12M Buy
54,909
+1,241
+2% +$176K 4.65% 7
2019
Q3 		$7.32M Buy
53,668
+3,479
+7% +$472K 4.28% 7
2019
Q2 		$6.76M Buy
50,189
+3,408
+7% +$451K 3.97% 7
2019
Q1 		$6.07M Buy
46,781
+29,765
+175% +$3.72M 4.01% 6
2018
Q4 		$1.96M Sell
17,016
-475
-3% -$58.8K 1.46% 16
2018
Q3 		$2.33M Buy
+17,491
New +$2.29M 1.82% 15

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Resource Planning Group reduced its Vanguard Large-Cap ETF (VV) stake by 24% in Q4 2023, selling an estimated $2.37M and leaving 36,436 shares worth $7.95M. The position accounts for 5.05% of the portfolio, ranked #3.

Resource Planning Group first reported a position in VV in Q3 2018 and has held it in 22 quarters since. The position peaked at $12.1M in Q4 2021. 1,037 funds tracked by Wall St. Rank hold VV as of Q4 2023.

  • Resource Planning Group held 36,436 shares of Vanguard Large-Cap ETF worth $7.95M as of Q4 2023.
  • Resource Planning Group sold 11,580 Vanguard Large-Cap ETF shares in Q4 2023, an estimated $2.37M.
  • Vanguard Large-Cap ETF made up 5.05% of Resource Planning Group's portfolio in Q4 2023, its #3 holding.
  • Resource Planning Group first reported a position in Vanguard Large-Cap ETF in Q3 2018 and has held it in 22 quarters since.
  • Resource Planning Group's Vanguard Large-Cap ETF position peaked at $12.1M in Q4 2021.
  • 1,037 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q4 2023.

Based on Resource Planning Group's 13F filing for Q4 2023, filed 10 Jan 2024.