Santa Barbara Asset Management’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Santa Barbara Asset 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
2019 Q1	$288K	Buy	+2,217	New	+$277K	﹤0.01%	53

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Santa Barbara Asset Management's VV Position: Q1 2019 in Review

Santa Barbara Asset Management opened a new position in Vanguard Morningstar Large-Cap ETF (VV) in Q1 2019: 2,217 shares worth $288K. The stake represents ﹤0.01% of the portfolio and ranks #53 among its holdings.

477 funds tracked by Wall St. Rank hold VV as of Q1 2019.

Santa Barbara Asset Management held 2,217 shares of Vanguard Morningstar Large-Cap ETF worth $288K as of Q1 2019.
Vanguard Morningstar Large-Cap ETF was a new Santa Barbara Asset Management position in Q1 2019.
Vanguard Morningstar Large-Cap ETF made up ﹤0.01% of Santa Barbara Asset Management's portfolio in Q1 2019, its #53 holding.
477 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q1 2019.

Based on Santa Barbara Asset Management's 13F filing for Q1 2019, filed 14 May 2019.