Sonora Investment Management’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Sonora Investment 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
2021 Q3	$24K	Hold	120	–	–	﹤0.01%	590
2021 Q2	$24K	Hold	120	–	–	﹤0.01%	539
2021 Q1	$22K	Hold	120	–	–	﹤0.01%	941
2020 Q4	$21K	Hold	120	–	–	﹤0.01%	916
2020 Q3	$19K	Buy	+120	New	+$18.5K	﹤0.01%	930
2019 Q4	–	Sell	-251	Closed	-$34K	–	1740
2019 Q3	$34K	Buy	+251	New	+$34.1K	﹤0.01%	643
2018 Q2	–	Sell	-740	Closed	-$89.7K	–	1225
2018 Q1	$89.7K	Buy	740 +3	+0.4%	+$377	0.01%	275
2017 Q4	$90.3K	Buy	737 +3	+0.4%	+$358	0.01%	272
2017 Q3	$84.7K	Sell	734 -213	-22%	-$24.1K	0.01%	274
2017 Q2	$105K	Buy	947 +4	+0.4%	+$440	0.02%	249
2017 Q1	$102K	Buy	943 +5	+0.5%	+$533	0.02%	246
2016 Q4	$96.1K	Buy	938 +5	+0.5%	+$501	0.02%	226
2016 Q3	$92.5K	Buy	933 +6	+0.6%	+$594	0.02%	229
2016 Q2	$88.9K	Buy	927 +3	+0.3%	+$285	0.02%	208
2016 Q1	$88.2K	Buy	924 +5	+0.5%	+$446	0.02%	215
2015 Q4	$86K	Buy	919 +9	+1%	+$847	0.02%	175
2015 Q3	$81K	Buy	+910	New	+$85K	0.02%	166

Other funds holding VV

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Sonora Investment Management's VV Position: Q3 2021 in Review

Sonora Investment Management held its Vanguard Morningstar Large-Cap ETF (VV) position steady in Q3 2021 at 120 shares worth $24K. The position accounts for ﹤0.01% of the portfolio, ranked #590.

Sonora Investment Management first reported a position in VV in Q3 2015 and has held it in 17 quarters since. The position peaked at $105K in Q2 2017. 768 funds tracked by Wall St. Rank hold VV as of Q3 2021.

Sonora Investment Management held 120 shares of Vanguard Morningstar Large-Cap ETF worth $24K as of Q3 2021.
Sonora Investment Management left its Vanguard Morningstar Large-Cap ETF share count unchanged in Q3 2021.
Vanguard Morningstar Large-Cap ETF made up ﹤0.01% of Sonora Investment Management's portfolio in Q3 2021, its #590 holding.
Sonora Investment Management first reported a position in Vanguard Morningstar Large-Cap ETF in Q3 2015 and has held it in 17 quarters since.
Sonora Investment Management's Vanguard Morningstar Large-Cap ETF position peaked at $105K in Q2 2017.
768 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.