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SpiderRock Advisors’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

SpiderRock 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
2024
Q3 		$1.08M Sell
4,085
-18
-0.4% -$4.57K 0.02% 458
2024
Q2 		$1.02M Hold
4,103
– – 0.02% 405
2024
Q1 		$969K Buy
+4,103
New +$939K 0.02% 394

Other funds holding VV

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

SpiderRock Advisors's VV Position: Q3 2024 in Review

SpiderRock Advisors reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 0.44% in Q3 2024, selling an estimated $4.57K and leaving 4,085 shares worth $1.08M. The position accounts for 0.02% of the portfolio, ranked #458.

SpiderRock Advisors first reported a position in VV in Q1 2024 and has held it in 3 quarters since. 1,099 funds tracked by Wall St. Rank hold VV as of Q3 2024.

  • SpiderRock Advisors held 4,085 shares of Vanguard Morningstar Large-Cap ETF worth $1.08M as of Q3 2024.
  • SpiderRock Advisors sold 18 Vanguard Morningstar Large-Cap ETF shares in Q3 2024, an estimated $4.57K.
  • Vanguard Morningstar Large-Cap ETF made up 0.02% of SpiderRock Advisors's portfolio in Q3 2024, its #458 holding.
  • SpiderRock Advisors first reported a position in Vanguard Morningstar Large-Cap ETF in Q1 2024 and has held it in 3 quarters since.
  • 1,099 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q3 2024.

Based on SpiderRock Advisors's 13F filing for Q3 2024, filed 1 Nov 2024.