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Signet Financial Management’s Vanguard Large-Cap ETF VV Stock Holding History

Signet Financial 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
2016
Q1 		– Sell
-4,286
Closed -$401K – 208
2015
Q4 		$401K Buy
+4,286
New +$404K 0.08% 130

Other funds holding VV

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TFA
Transamerica Financial Advisors St. Petersburg, Florida $1.17B AUM 23.36% 1-Year Est. Return

Signet Financial Management's VV Position: Q1 2016 in Review

Signet Financial Management sold out of Vanguard Large-Cap ETF (VV) in Q1 2016, closing a stake of 4,286 shares — an estimated $401K sold.

Signet Financial Management first reported a position in VV in Q4 2015 and held it in 1 quarter. The position peaked at $401K in Q4 2015. 292 funds tracked by Wall St. Rank hold VV as of Q1 2016.

  • Signet Financial Management reported no remaining Vanguard Large-Cap ETF position as of Q1 2016 after selling out during the quarter.
  • Signet Financial Management sold 4,286 Vanguard Large-Cap ETF shares in Q1 2016, an estimated $401K.
  • Signet Financial Management first reported a position in Vanguard Large-Cap ETF in Q4 2015 and held it in 1 quarter.
  • Signet Financial Management's Vanguard Large-Cap ETF position peaked at $401K in Q4 2015.
  • 292 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q1 2016.

Based on Signet Financial Management's 13F filing for Q1 2016, filed 16 May 2016.