Unionview LLC’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Unionview LLC’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
2024 Q4	$561K	Sell	2,081 -5	-0.2%	-$1.35K	0.41%	39
2024 Q3	$549K	Buy	2,086 +6	+0.3%	+$1.52K	0.43%	41
2024 Q2	$519K	Buy	2,080 +53	+3%	+$12.7K	0.42%	43
2024 Q1	$486K	Buy	2,027 +6	+0.3%	+$1.37K	0.4%	44
2023 Q4	$441K	Sell	2,021 -54	-3%	-$11K	0.4%	43
2023 Q3	$406K	Buy	2,075 +15	+0.7%	+$3.06K	0.38%	45
2023 Q2	$418K	Buy	2,060 +127	+7%	+$24.3K	0.38%	45
2023 Q1	$361K	Sell	1,933 -43	-2%	-$7.83K	0.34%	53
2022 Q4	$344K	Buy	1,976 +9	+0.5%	+$1.58K	0.34%	55
2022 Q3	$322K	Buy	1,967 +375	+24%	+$68.2K	0.37%	52
2022 Q2	$274K	Buy	+1,592	New	+$299K	0.31%	62

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Unionview LLC's VV Position: Q4 2024 in Review

Unionview LLC reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 0.24% in Q4 2024, selling an estimated $1.35K and leaving 2,081 shares worth $561K. The position accounts for 0.41% of the portfolio, ranked #39.

Unionview LLC first reported a position in VV in Q2 2022 and has held it in 11 quarters since. 1,183 funds tracked by Wall St. Rank hold VV as of Q4 2024.

Unionview LLC held 2,081 shares of Vanguard Morningstar Large-Cap ETF worth $561K as of Q4 2024.
Unionview LLC sold 5 Vanguard Morningstar Large-Cap ETF shares in Q4 2024, an estimated $1.35K.
Vanguard Morningstar Large-Cap ETF made up 0.41% of Unionview LLC's portfolio in Q4 2024, its #39 holding.
Unionview LLC first reported a position in Vanguard Morningstar Large-Cap ETF in Q2 2022 and has held it in 11 quarters since.
1,183 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q4 2024.

Based on Unionview LLC's 13F filing for Q4 2024, filed 3 Feb 2025.