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Segall Bryant & Hamill’s Vanguard Large-Cap ETF VV Stock Holding History

Segall Bryant & Hamill’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
Q2 		– Sell
-1,299
Closed -$242K – 740
2023
Q1 		$242K Buy
+1,299
New +$237K ﹤0.01% 675

Other funds holding VV

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SC
Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Segall Bryant & Hamill's VV Position: Q2 2023 in Review

Segall Bryant & Hamill sold out of Vanguard Large-Cap ETF (VV) in Q2 2023, closing a stake of 1,299 shares — an estimated $242K sold.

Segall Bryant & Hamill first reported a position in VV in Q1 2023 and held it in 1 quarter. The position peaked at $242K in Q1 2023. 928 funds tracked by Wall St. Rank hold VV as of Q2 2023.

  • Segall Bryant & Hamill reported no remaining Vanguard Large-Cap ETF position as of Q2 2023 after selling out during the quarter.
  • Segall Bryant & Hamill sold 1,299 Vanguard Large-Cap ETF shares in Q2 2023, an estimated $242K.
  • Segall Bryant & Hamill first reported a position in Vanguard Large-Cap ETF in Q1 2023 and held it in 1 quarter.
  • Segall Bryant & Hamill's Vanguard Large-Cap ETF position peaked at $242K in Q1 2023.
  • 928 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q2 2023.

Based on Segall Bryant & Hamill's 13F filing for Q2 2023, filed 14 Aug 2023.