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Stralem & Co’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Stralem & Co’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
Q2 		$157K Buy
1,099
+291
+36% +$39.3K 0.1% 40
2020
Q1 		$96K Buy
+808
New +$114K 0.07% 43

Other funds holding VV

Jones Financial Companies
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 $15.3B AUM 24.71% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $1.9T AUM 41.92% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Stralem & Co's VV Position: Q2 2020 in Review

Stralem & Co increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 36% in Q2 2020, buying an estimated $39.3K and bringing the position to 1,099 shares worth $157K. The position accounts for 0.1% of the portfolio, ranked #40.

Stralem & Co first reported a position in VV in Q1 2020 and has held it in 2 quarters since. 595 funds tracked by Wall St. Rank hold VV as of Q2 2020.

  • Stralem & Co held 1,099 shares of Vanguard Morningstar Large-Cap ETF worth $157K as of Q2 2020.
  • Stralem & Co bought 291 Vanguard Morningstar Large-Cap ETF shares in Q2 2020, an estimated $39.3K.
  • Vanguard Morningstar Large-Cap ETF made up 0.1% of Stralem & Co's portfolio in Q2 2020, its #40 holding.
  • Stralem & Co first reported a position in Vanguard Morningstar Large-Cap ETF in Q1 2020 and has held it in 2 quarters since.
  • 595 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2020.

Based on Stralem & Co's 13F filing for Q2 2020, filed 20 Jul 2020.