Sutton Wealth Advisors’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Sutton Wealth 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
2023 Q3	$26.6K	Hold	136	–	–	0.01%	318
2023 Q2	$27.6K	Hold	136	–	–	0.01%	306
2023 Q1	$25.4K	Hold	136	–	–	0.01%	277
2022 Q4	$23.7K	Hold	136	–	–	0.01%	628
2022 Q3	$22.2K	Hold	136	–	–	0.01%	628
2022 Q2	$23.4K	Hold	136	–	–	0.01%	619
2022 Q1	$28.4K	Hold	136	–	–	0.01%	598
2021 Q4	$30.1K	Hold	136	–	–	0.01%	580
2021 Q3	$27.3K	Hold	136	–	–	0.01%	600
2021 Q2	$27.3K	Hold	136	–	–	0.01%	607
2021 Q1	$25.2K	Hold	136	–	–	0.01%	603
2020 Q4	$23.9K	Hold	136	–	–	0.01%	558
2020 Q3	$21.3K	Hold	136	–	–	0.01%	529
2020 Q2	$19.4K	Hold	136	–	–	0.01%	540
2020 Q1	$16.1K	Hold	136	–	–	0.01%	533
2019 Q4	$20.1K	Hold	136	–	–	0.01%	602
2019 Q3	$18.5K	Hold	136	–	–	0.01%	604
2019 Q2	$18.3K	Hold	136	–	–	0.01%	608
2019 Q1	$17.7K	Hold	136	–	–	0.01%	622
2018 Q4	$15.6K	Hold	136	–	–	0.01%	605
2018 Q3	$18.2K	Hold	136	–	–	0.01%	627
2018 Q2	$17K	Hold	136	–	–	0.01%	655
2018 Q1	$16.5K	Hold	136	–	–	0.01%	644
2017 Q4	$16.7K	Hold	136	–	–	0.01%	617
2017 Q3	$15.7K	Hold	136	–	–	0.01%	622
2017 Q2	$15.1K	Hold	136	–	–	0.01%	631
2017 Q1	$14.7K	Hold	136	–	–	0.01%	613
2016 Q4	$13.9K	Hold	136	–	–	0.01%	607
2016 Q3	$13.5K	Hold	136	–	–	0.01%	579
2016 Q2	$13K	Hold	136	–	–	0.01%	564
2016 Q1	$12.8K	Buy	+136	New	+$12.1K	0.01%	547

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

Sutton Wealth Advisors's VV Position: Q3 2023 in Review

Sutton Wealth Advisors held its Vanguard Morningstar Large-Cap ETF (VV) position steady in Q3 2023 at 136 shares worth $26.6K. The position accounts for 0.01% of the portfolio, ranked #318.

Sutton Wealth Advisors first reported a position in VV in Q1 2016 and has held it in 31 quarters since. The position peaked at $30.1K in Q4 2021. 938 funds tracked by Wall St. Rank hold VV as of Q3 2023.

Sutton Wealth Advisors held 136 shares of Vanguard Morningstar Large-Cap ETF worth $26.6K as of Q3 2023.
Sutton Wealth Advisors left its Vanguard Morningstar Large-Cap ETF share count unchanged in Q3 2023.
Vanguard Morningstar Large-Cap ETF made up 0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #318 holding.
Sutton Wealth Advisors first reported a position in Vanguard Morningstar Large-Cap ETF in Q1 2016 and has held it in 31 quarters since.
Sutton Wealth Advisors's Vanguard Morningstar Large-Cap ETF position peaked at $30.1K in Q4 2021.
938 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.