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Schiavi & Co’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Schiavi & Co’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
Q1 		– Sell
-1,960
Closed -$344K – 9
2020
Q4 		$344K Buy
+1,960
New +$326K 0.34% 4

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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Schiavi & Co's VV Position: Q1 2021 in Review

Schiavi & Co sold out of Vanguard Morningstar Large-Cap ETF (VV) in Q1 2021, closing a stake of 1,960 shares — an estimated $344K sold.

Schiavi & Co first reported a position in VV in Q4 2020 and held it in 1 quarter. The position peaked at $344K in Q4 2020. 720 funds tracked by Wall St. Rank hold VV as of Q1 2021.

  • Schiavi & Co reported no remaining Vanguard Morningstar Large-Cap ETF position as of Q1 2021 after selling out during the quarter.
  • Schiavi & Co sold 1,960 Vanguard Morningstar Large-Cap ETF shares in Q1 2021, an estimated $344K.
  • Schiavi & Co first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2020 and held it in 1 quarter.
  • Schiavi & Co's Vanguard Morningstar Large-Cap ETF position peaked at $344K in Q4 2020.
  • 720 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q1 2021.

Based on Schiavi & Co's 13F filing for Q1 2021, filed 4 May 2021.