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SVA Wealth Management’s Vanguard Large-Cap ETF VV Stock Holding History

SVA Wealth Management’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
Q4 		$8.32M Sell
47,370
-1,081
-2% -$180K 0.73% 26
2020
Q3 		$7.58M Sell
48,451
-165
-0.3% -$25.4K 0.75% 25
2020
Q2 		$6.95M Sell
48,616
-233
-0.5% -$31.5K 0.74% 28
2020
Q1 		$5.79M Sell
48,849
-4,335
-8% -$609K 0.66% 29
2019
Q4 		$7.86M Buy
53,184
+911
+2% +$129K 0.72% 25
2019
Q3 		$7.13M Sell
52,273
-990
-2% -$134K 0.7% 28
2019
Q2 		$7.18M Sell
53,263
-842
-2% -$111K 0.71% 27
2019
Q1 		$7.02M Sell
54,105
-2,470
-4% -$309K 0.68% 35
2018
Q4 		$6.5M Buy
56,575
+268
+0.5% +$33.2K 0.73% 34
2018
Q3 		$7.52M Sell
56,307
-421
-0.7% -$55.1K 0.76% 32
2018
Q2 		$7.08M Sell
56,728
-8,993
-14% -$1.12M 0.76% 35
2018
Q1 		$7.58M Buy
65,721
+4,953
+8% +$622K 0.94% 26
2017
Q4 		$7.45M Sell
60,768
-4,953
-8% -$592K 0.87% 30
2017
Q3 		$7.58M Sell
65,721
-951
-1% -$108K 0.94% 26
2017
Q2 		$7.4M Sell
66,672
-122
-0.2% -$13.4K 0.96% 25
2017
Q1 		$7.22M Buy
66,794
+7,386
+12% +$787K 0.98% 25
2016
Q4 		$6.08M Sell
59,408
-262
-0.4% -$26.2K 0.91% 34
2016
Q3 		$5.92M Buy
59,670
+630
+1% +$62.4K 0.92% 32
2016
Q2 		$5.66M Sell
59,040
-630
-1% -$59.8K 0.91% 31
2016
Q1 		$5.61M Buy
59,670
+1,817
+3% +$162K 0.93% 31
2015
Q4 		$5.41M Buy
57,853
+3,777
+7% +$356K 0.94% 30
2015
Q3 		$4.76M Buy
54,076
+5,038
+10% +$470K 0.89% 33
2015
Q2 		$4.65M Sell
49,038
-96
-0.2% -$9.29K 0.86% 39
2015
Q1 		$4.68M Buy
49,134
+317
+0.6% +$30.1K 0.85% 41
2014
Q4 		$4.61M Buy
48,817
+613
+1% +$56.6K 1.67% 16
2014
Q3 		$4.36M Sell
48,204
-622
-1% -$56.5K 1.86% 15
2014
Q2 		$4.39M Sell
48,826
-269
-0.5% -$23.5K 1.88% 15
2014
Q1 		$4.22M Sell
49,095
-701
-1% -$59.2K 1.99% 13
2013
Q4 		$4.22M Buy
+49,796
New +$4.05M 2.52% 9

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
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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

SVA Wealth Management's VV Position: Q4 2020 in Review

SVA Wealth Management reduced its Vanguard Large-Cap ETF (VV) stake by 2.2% in Q4 2020, selling an estimated $180K and leaving 47,370 shares worth $8.32M. The position accounts for 0.73% of the portfolio, ranked #26.

SVA Wealth Management first reported a position in VV in Q4 2013 and has held it in 29 quarters since. 699 funds tracked by Wall St. Rank hold VV as of Q4 2020.

  • SVA Wealth Management held 47,370 shares of Vanguard Large-Cap ETF worth $8.32M as of Q4 2020.
  • SVA Wealth Management sold 1,081 Vanguard Large-Cap ETF shares in Q4 2020, an estimated $180K.
  • Vanguard Large-Cap ETF made up 0.73% of SVA Wealth Management's portfolio in Q4 2020, its #26 holding.
  • SVA Wealth Management first reported a position in Vanguard Large-Cap ETF in Q4 2013 and has held it in 29 quarters since.
  • 699 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q4 2020.

Based on SVA Wealth Management's 13F filing for Q4 2020, filed 4 Feb 2021.