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Surevest’s Vanguard Large-Cap ETF VV Stock Holding History

Surevest’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
2022
Q3 		$768K Buy
4,695
+79
+2% +$14.4K 0.21% 101
2022
Q2 		$796K Buy
4,616
+69
+2% +$13K 0.21% 99
2022
Q1 		$948K Buy
4,547
+66
+1% +$13.6K 0.23% 95
2021
Q4 		$990K Buy
4,481
+49
+1% +$10.5K 0.23% 77
2021
Q3 		$890K Buy
4,432
+51
+1% +$10.5K 0.22% 77
2021
Q2 		$880K Buy
+4,381
New +$855K 0.23% 75

Other funds holding VV

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Creative Planning
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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
SC
Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
PFO
Pathstone Family Office Englewood, New Jersey $13.1B AUM 21.02% 1-Year Est. Return

Surevest's VV Position: Q3 2022 in Review

Surevest increased its Vanguard Large-Cap ETF (VV) stake by 1.7% in Q3 2022, buying an estimated $14.4K and bringing the position to 4,695 shares worth $768K. The position accounts for 0.21% of the portfolio, ranked #101.

Surevest first reported a position in VV in Q2 2021 and has held it in 6 quarters since. The position peaked at $990K in Q4 2021. 821 funds tracked by Wall St. Rank hold VV as of Q3 2022.

  • Surevest held 4,695 shares of Vanguard Large-Cap ETF worth $768K as of Q3 2022.
  • Surevest bought 79 Vanguard Large-Cap ETF shares in Q3 2022, an estimated $14.4K.
  • Vanguard Large-Cap ETF made up 0.21% of Surevest's portfolio in Q3 2022, its #101 holding.
  • Surevest first reported a position in Vanguard Large-Cap ETF in Q2 2021 and has held it in 6 quarters since.
  • Surevest's Vanguard Large-Cap ETF position peaked at $990K in Q4 2021.
  • 821 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.