Sargent Bickham Lagudis’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Sargent Bickham Lagudis’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
2022 Q4	$264K	Hold	1,515	–	–	0.02%	239
2022 Q3	$248K	Hold	1,515	–	–	0.02%	225
2022 Q2	$261K	Hold	1,515	–	–	0.02%	223
2022 Q1	$316K	Hold	1,515	–	–	0.02%	208
2021 Q4	$335K	Hold	1,515	–	–	0.03%	197
2021 Q3	$304K	Hold	1,515	–	–	0.02%	203
2021 Q2	$304K	Hold	1,515	–	–	0.02%	212
2021 Q1	$281K	Sell	1,515 -18	-1%	-$3.26K	0.02%	207
2020 Q4	$269K	Hold	1,533	–	–	0.02%	201
2020 Q3	$240K	Hold	1,533	–	–	0.02%	192
2020 Q2	$219K	Hold	1,533	–	–	0.02%	194
2020 Q1	$182K	Buy	1,533 +18	+1%	+$2.53K	0.02%	202
2019 Q4	$224K	Hold	1,515	–	–	0.02%	191
2019 Q3	$207K	Hold	1,515	–	–	0.02%	188
2019 Q2	$204K	Hold	1,515	–	–	0.02%	201
2019 Q1	$197K	Sell	1,515 -40	-3%	-$5K	0.02%	209
2018 Q4	$179K	Hold	1,555	–	–	0.02%	208
2018 Q3	$208K	Sell	1,555 -150	-9%	-$19.6K	0.02%	201
2018 Q2	$213K	Sell	1,705 -190	-10%	-$23.6K	0.03%	197
2018 Q1	$230K	Hold	1,895	–	–	0.03%	190
2017 Q4	$232K	Hold	1,895	–	–	0.03%	200
2017 Q3	$219K	Hold	1,895	–	–	0.03%	207
2017 Q2	$210K	Hold	1,895	–	–	0.03%	202
2017 Q1	$205K	Sell	1,895 -1,711	-47%	-$182K	0.03%	205
2016 Q4	$369K	Sell	3,606 -206	-5%	-$20.6K	0.06%	147
2016 Q3	$378K	Buy	3,812 +82	+2%	+$8.12K	0.06%	151
2016 Q2	$358K	Buy	3,730 +1,145	+44%	+$109K	0.06%	157
2016 Q1	$243K	Buy	+2,585	New	+$230K	0.04%	183

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

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

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

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

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

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

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

Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return

Sargent Bickham Lagudis's VV Position: Q4 2022 in Review

Sargent Bickham Lagudis held its Vanguard Morningstar Large-Cap ETF (VV) position steady in Q4 2022 at 1,515 shares worth $264K. The position accounts for 0.02% of the portfolio, ranked #239.

Sargent Bickham Lagudis first reported a position in VV in Q1 2016 and has held it in 28 quarters since. The position peaked at $378K in Q3 2016. 892 funds tracked by Wall St. Rank hold VV as of Q4 2022.

Sargent Bickham Lagudis held 1,515 shares of Vanguard Morningstar Large-Cap ETF worth $264K as of Q4 2022.
Sargent Bickham Lagudis left its Vanguard Morningstar Large-Cap ETF share count unchanged in Q4 2022.
Vanguard Morningstar Large-Cap ETF made up 0.02% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #239 holding.
Sargent Bickham Lagudis first reported a position in Vanguard Morningstar Large-Cap ETF in Q1 2016 and has held it in 28 quarters since.
Sargent Bickham Lagudis's Vanguard Morningstar Large-Cap ETF position peaked at $378K in Q3 2016.
892 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.