VWA
VV icon

V Wealth Advisors’s Vanguard Large-Cap ETF VV Stock Holding History

V Wealth Advisors’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
2022
Q3 		– Sell
-2,207
Closed -$381K – 421
2022
Q2 		$381K Buy
2,207
+687
+45% +$129K 0.07% 267
2022
Q1 		$316K Sell
1,520
-509
-25% -$105K 0.05% 337
2021
Q4 		$448K Sell
2,029
-21
-1% -$4.5K 0.07% 275
2021
Q3 		$411K Sell
2,050
-50
-2% -$10.3K 0.06% 298
2021
Q2 		$421K Buy
+2,100
New +$410K 0.07% 311
2020
Q2 		– Sell
-1,927
Closed -$228K – 389
2020
Q1 		$228K Buy
+1,927
New +$271K 0.07% 271

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 $13B AUM 17.65% 1-Year Est. Return
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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
SC
Samlyn Capital New York $5.82B AUM 36.3% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
PFO
Pathstone Family Office Englewood, New Jersey $12.8B AUM 21.02% 1-Year Est. Return