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

Stearns Financial Services 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
2020
Q3 		$4K Hold
23
– – ﹤0.01% 204
2020
Q2 		$3K Sell
23
-22
-49% -$2.98K ﹤0.01% 188
2020
Q1 		$5K Buy
+45
New +$6.32K ﹤0.01% 196

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Stearns Financial Services Group's VV Position: Q3 2020 in Review

Stearns Financial Services Group held its Vanguard Morningstar Large-Cap ETF (VV) position steady in Q3 2020 at 23 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #204.

Stearns Financial Services Group first reported a position in VV in Q1 2020 and has held it in 3 quarters since. The position peaked at $5K in Q1 2020. 608 funds tracked by Wall St. Rank hold VV as of Q3 2020.

  • Stearns Financial Services Group held 23 shares of Vanguard Morningstar Large-Cap ETF worth $4K as of Q3 2020.
  • Stearns Financial Services Group left its Vanguard Morningstar Large-Cap ETF share count unchanged in Q3 2020.
  • Vanguard Morningstar Large-Cap ETF made up ﹤0.01% of Stearns Financial Services Group's portfolio in Q3 2020, its #204 holding.
  • Stearns Financial Services Group first reported a position in Vanguard Morningstar Large-Cap ETF in Q1 2020 and has held it in 3 quarters since.
  • Stearns Financial Services Group's Vanguard Morningstar Large-Cap ETF position peaked at $5K in Q1 2020.
  • 608 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q3 2020.

Based on Stearns Financial Services Group's 13F filing for Q3 2020, filed 30 Oct 2020.