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

Steward 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
2023 Q3	$40K	Hold	206	–	–	0.01%	171
2023 Q2	$41K	Buy	+206	New	+$39.5K	0.01%	165
2022 Q3	–	Sell	-206	Closed	-$35K	–	1297
2022 Q2	$35K	Buy	+206	New	+$38.7K	0.03%	124
2022 Q1	–	Sell	-77	Closed	-$17K	–	356
2021 Q4	$17K	Buy	+77	New	+$16.5K	0.02%	132

Other funds holding VV

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Steward Financial Group's VV Position: Q3 2023 in Review

Steward Financial Group held its Vanguard Large-Cap ETF (VV) position steady in Q3 2023 at 206 shares worth $40K. The position accounts for 0.01% of the portfolio, ranked #171.

Steward Financial Group first reported a position in VV in Q4 2021 and has held it in 4 quarters since. The position peaked at $41K in Q2 2023. 938 funds tracked by Wall St. Rank hold VV as of Q3 2023.

Steward Financial Group held 206 shares of Vanguard Large-Cap ETF worth $40K as of Q3 2023.
Steward Financial Group left its Vanguard Large-Cap ETF share count unchanged in Q3 2023.
Vanguard Large-Cap ETF made up 0.01% of Steward Financial Group's portfolio in Q3 2023, its #171 holding.
Steward Financial Group first reported a position in Vanguard Large-Cap ETF in Q4 2021 and has held it in 4 quarters since.
Steward Financial Group's Vanguard Large-Cap ETF position peaked at $41K in Q2 2023.
938 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.