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

Tilia Fiduciary 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
2023
Q1 		– Sell
-44
Closed -$7.67K – 524
2022
Q4 		$7.67K Hold
44
– – 0.01% 376
2022
Q3 		$7K Hold
44
– – 0.01% 404
2022
Q2 		$8K Hold
44
– – 0.01% 403
2022
Q1 		$9K Hold
44
– – 0.01% 406
2021
Q4 		$10K Buy
+44
New +$9.44K 0.01% 415

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 $15.3B AUM 24.71% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
SC
Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return

Tilia Fiduciary Partners's VV Position: Q1 2023 in Review

Tilia Fiduciary Partners sold out of Vanguard Morningstar Large-Cap ETF (VV) in Q1 2023, closing a stake of 44 shares — an estimated $7.67K sold.

Tilia Fiduciary Partners first reported a position in VV in Q4 2021 and held it in 5 quarters. The position peaked at $10K in Q4 2021. 894 funds tracked by Wall St. Rank hold VV as of Q1 2023.

  • Tilia Fiduciary Partners reported no remaining Vanguard Morningstar Large-Cap ETF position as of Q1 2023 after selling out during the quarter.
  • Tilia Fiduciary Partners sold 44 Vanguard Morningstar Large-Cap ETF shares in Q1 2023, an estimated $7.67K.
  • Tilia Fiduciary Partners first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2021 and held it in 5 quarters.
  • Tilia Fiduciary Partners's Vanguard Morningstar Large-Cap ETF position peaked at $10K in Q4 2021.
  • 894 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q1 2023.

Based on Tilia Fiduciary Partners's 13F filing for Q1 2023, filed 10 May 2023.