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Unified Trust Company’s Vanguard Large-Cap ETF VV Stock Holding History

Unified Trust Company’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
2021
Q3 		$280K Hold
1,392
– – 0.08% 74
2021
Q2 		$279K Hold
1,392
– – 0.08% 72
2021
Q1 		$257K Buy
+1,392
New +$252K 0.08% 69

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Creative Planning
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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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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

Unified Trust Company's VV Position: Q3 2021 in Review

Unified Trust Company held its Vanguard Large-Cap ETF (VV) position steady in Q3 2021 at 1,392 shares worth $280K. The position accounts for 0.08% of the portfolio, ranked #74.

Unified Trust Company first reported a position in VV in Q1 2021 and has held it in 3 quarters since. 768 funds tracked by Wall St. Rank hold VV as of Q3 2021.

  • Unified Trust Company held 1,392 shares of Vanguard Large-Cap ETF worth $280K as of Q3 2021.
  • Unified Trust Company left its Vanguard Large-Cap ETF share count unchanged in Q3 2021.
  • Vanguard Large-Cap ETF made up 0.08% of Unified Trust Company's portfolio in Q3 2021, its #74 holding.
  • Unified Trust Company first reported a position in Vanguard Large-Cap ETF in Q1 2021 and has held it in 3 quarters since.
  • 768 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q3 2021.

Based on Unified Trust Company's 13F filing for Q3 2021, filed 23 Nov 2021.