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Sowa Financial Group’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Sowa Financial Group’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
Q1 		– Sell
-624
Closed -$110K – 225
2020
Q4 		$110K Hold
624
– – 0.07% 88
2020
Q3 		$98K Buy
624
+45
+8% +$6.94K 0.07% 87
2020
Q2 		$83K Buy
+579
New +$78.3K 0.06% 90

Other funds holding VV

Jones Financial Companies
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
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Sowa Financial Group's VV Position: Q1 2021 in Review

Sowa Financial Group sold out of Vanguard Morningstar Large-Cap ETF (VV) in Q1 2021, closing a stake of 624 shares — an estimated $110K sold.

Sowa Financial Group first reported a position in VV in Q2 2020 and held it in 3 quarters. The position peaked at $110K in Q4 2020. 720 funds tracked by Wall St. Rank hold VV as of Q1 2021.

  • Sowa Financial Group reported no remaining Vanguard Morningstar Large-Cap ETF position as of Q1 2021 after selling out during the quarter.
  • Sowa Financial Group sold 624 Vanguard Morningstar Large-Cap ETF shares in Q1 2021, an estimated $110K.
  • Sowa Financial Group first reported a position in Vanguard Morningstar Large-Cap ETF in Q2 2020 and held it in 3 quarters.
  • Sowa Financial Group's Vanguard Morningstar Large-Cap ETF position peaked at $110K in Q4 2020.
  • 720 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q1 2021.

Based on Sowa Financial Group's 13F filing for Q1 2021, filed 7 Apr 2021.