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Simply Money Advisors’s Vanguard Large-Cap ETF VV Stock Holding History

Simply Money Advisors’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
2013
Q3 		– Sell
-1,165
Closed -$86K – 357
2013
Q2 		$86K Buy
+1,165
New +$85.9K 0.02% 45

Other funds holding VV

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CCM
Carlson Capital Management Northfield, Minnesota $2.29B AUM 7.48% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
MIH
Madison Investment Holdings Madison, Wisconsin $6.16B AUM 11.67% 1-Year Est. Return

Simply Money Advisors's VV Position: Q3 2013 in Review

Simply Money Advisors sold out of Vanguard Large-Cap ETF (VV) in Q3 2013, closing a stake of 1,165 shares — an estimated $86K sold.

Simply Money Advisors first reported a position in VV in Q2 2013 and held it in 1 quarter. The position peaked at $86K in Q2 2013. 187 funds tracked by Wall St. Rank hold VV as of Q3 2013.

  • Simply Money Advisors reported no remaining Vanguard Large-Cap ETF position as of Q3 2013 after selling out during the quarter.
  • Simply Money Advisors sold 1,165 Vanguard Large-Cap ETF shares in Q3 2013, an estimated $86K.
  • Simply Money Advisors first reported a position in Vanguard Large-Cap ETF in Q2 2013 and held it in 1 quarter.
  • Simply Money Advisors's Vanguard Large-Cap ETF position peaked at $86K in Q2 2013.
  • 187 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q3 2013.

Based on Simply Money Advisors's 13F filing for Q3 2013, filed 15 Oct 2013.