Smith & Howard Wealth Management’s Vanguard Large-Cap ETF VV Stock Holding History

Smith & Howard Wealth 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
2022 Q1	–	Sell	-5,195	Closed	-$1.15M	–	72
2021 Q4	$1.15M	Buy	+5,195	New	+$1.11M	0.52%	31

Other funds holding VV

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 Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Smith & Howard Wealth Management's VV Position: Q1 2022 in Review

Smith & Howard Wealth Management sold out of Vanguard Large-Cap ETF (VV) in Q1 2022, closing a stake of 5,195 shares — an estimated $1.15M sold.

Smith & Howard Wealth Management first reported a position in VV in Q4 2021 and held it in 1 quarter. The position peaked at $1.15M in Q4 2021. 865 funds tracked by Wall St. Rank hold VV as of Q1 2022.

Smith & Howard Wealth Management reported no remaining Vanguard Large-Cap ETF position as of Q1 2022 after selling out during the quarter.
Smith & Howard Wealth Management sold 5,195 Vanguard Large-Cap ETF shares in Q1 2022, an estimated $1.15M.
Smith & Howard Wealth Management first reported a position in Vanguard Large-Cap ETF in Q4 2021 and held it in 1 quarter.
Smith & Howard Wealth Management's Vanguard Large-Cap ETF position peaked at $1.15M in Q4 2021.
865 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q1 2022.

Based on Smith & Howard Wealth Management's 13F filing for Q1 2022, filed 3 May 2022.