Stillwater Capital Advisors’s Vanguard Large-Cap ETF VV Stock Holding History

Stillwater Capital 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
2018 Q3	–	Sell	-19,305	Closed	-$2.41M	–	84
2018 Q2	$2.41M	Hold	19,305	–	–	0.57%	44
2018 Q1	$2.34M	Buy	19,305 +1,610	+9%	+$202K	0.56%	42
2017 Q4	$2.17M	Sell	17,695 -2,945	-14%	-$352K	0.51%	42
2017 Q3	$2.38M	Sell	20,640 -1,110	-5%	-$126K	0.62%	39
2017 Q2	$2.42M	Hold	21,750	–	–	0.61%	37
2017 Q1	$2.35M	Hold	21,750	–	–	0.63%	37
2016 Q4	$2.23M	Hold	21,750	–	–	0.6%	35
2016 Q3	$2.16M	Hold	21,750	–	–	0.63%	34
2016 Q2	$2.08M	Buy	21,750 +4,750	+28%	+$451K	0.62%	34
2016 Q1	$1.6M	Buy	+17,000	New	+$1.52M	0.47%	37

Other funds holding VV

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

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Stillwater Capital Advisors's VV Position: Q3 2018 in Review

Stillwater Capital Advisors sold out of Vanguard Large-Cap ETF (VV) in Q3 2018, closing a stake of 19,305 shares — an estimated $2.41M sold.

Stillwater Capital Advisors first reported a position in VV in Q1 2016 and held it in 10 quarters. The position peaked at $2.42M in Q2 2017. 450 funds tracked by Wall St. Rank hold VV as of Q3 2018.

Stillwater Capital Advisors reported no remaining Vanguard Large-Cap ETF position as of Q3 2018 after selling out during the quarter.
Stillwater Capital Advisors sold 19,305 Vanguard Large-Cap ETF shares in Q3 2018, an estimated $2.41M.
Stillwater Capital Advisors first reported a position in Vanguard Large-Cap ETF in Q1 2016 and held it in 10 quarters.
Stillwater Capital Advisors's Vanguard Large-Cap ETF position peaked at $2.42M in Q2 2017.
450 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q3 2018.

Based on Stillwater Capital Advisors's 13F filing for Q3 2018, filed 23 Oct 2018.