Symmetry Partners’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Symmetry Partners’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	–	Sell	-6,186	Closed	-$733K	–	359
2020 Q1	$733K	Buy	6,186 +52	+0.8%	+$7.31K	0.16%	67
2019 Q4	$836K	Hold	6,134	–	–	0.17%	71
2019 Q3	$836K	Buy	6,134 +141	+2%	+$19.1K	0.17%	75
2019 Q2	$807K	Sell	5,993 -101	-2%	-$13.4K	0.16%	94
2019 Q1	$791K	Sell	6,094 -84	-1%	-$10.5K	0.14%	92
2018 Q4	$710K	Sell	6,178 -114	-2%	-$14.1K	0.18%	73
2018 Q3	$840K	Buy	+6,292	New	+$824K	0.33%	30

Other funds holding VV

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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 Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Symmetry Partners's VV Position: Q2 2020 in Review

Symmetry Partners sold out of Vanguard Morningstar Large-Cap ETF (VV) in Q2 2020, closing a stake of 6,186 shares — an estimated $733K sold.

Symmetry Partners first reported a position in VV in Q3 2018 and held it in 7 quarters. The position peaked at $840K in Q3 2018. 595 funds tracked by Wall St. Rank hold VV as of Q2 2020.

Symmetry Partners reported no remaining Vanguard Morningstar Large-Cap ETF position as of Q2 2020 after selling out during the quarter.
Symmetry Partners sold 6,186 Vanguard Morningstar Large-Cap ETF shares in Q2 2020, an estimated $733K.
Symmetry Partners first reported a position in Vanguard Morningstar Large-Cap ETF in Q3 2018 and held it in 7 quarters.
Symmetry Partners's Vanguard Morningstar Large-Cap ETF position peaked at $840K in Q3 2018.
595 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2020.

Based on Symmetry Partners's 13F filing for Q2 2020, filed 20 Jul 2020.