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Strategic Wealth Investment Group’s Vanguard Large-Cap ETF VV Stock Holding History

Strategic Wealth Investment 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
Q4 		$235K Buy
1,075
+50
+5% +$10.2K 0.04% 118
2023
Q3 		$201K Hold
1,025
– – 0.04% 98
2023
Q2 		$208K Buy
+1,025
New +$196K 0.03% 118

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 $13B AUM 17.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Strategic Wealth Investment Group's VV Position: Q4 2023 in Review

Strategic Wealth Investment Group increased its Vanguard Large-Cap ETF (VV) stake by 4.9% in Q4 2023, buying an estimated $10.2K and bringing the position to 1,075 shares worth $235K. The position accounts for 0.04% of the portfolio, ranked #118.

Strategic Wealth Investment Group first reported a position in VV in Q2 2023 and has held it in 3 quarters since. 1,037 funds tracked by Wall St. Rank hold VV as of Q4 2023.

  • Strategic Wealth Investment Group held 1,075 shares of Vanguard Large-Cap ETF worth $235K as of Q4 2023.
  • Strategic Wealth Investment Group bought 50 Vanguard Large-Cap ETF shares in Q4 2023, an estimated $10.2K.
  • Vanguard Large-Cap ETF made up 0.04% of Strategic Wealth Investment Group's portfolio in Q4 2023, its #118 holding.
  • Strategic Wealth Investment Group first reported a position in Vanguard Large-Cap ETF in Q2 2023 and has held it in 3 quarters since.
  • 1,037 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q4 2023.

Based on Strategic Wealth Investment Group's 13F filing for Q4 2023, filed 16 Jan 2024.