VIA
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Vantage Investment Advisors’s Vanguard Large-Cap ETF VV Stock Holding History

Vantage Investment 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
2017
Q3 		– Sell
-100
Closed -$11K – 825
2017
Q2 		$11K Sell
100
-103
-51% -$11.3K ﹤0.01% 536
2017
Q1 		$22K Hold
203
– – 0.01% 391
2016
Q4 		$21K Buy
+203
New +$20.3K 0.01% 396

Other funds holding VV

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SBSB
Sullivan, Bruyette, Speros & Blaney Mclean, Virginia $2.27B AUM 50.71% 1-Year Est. Return

Vantage Investment Advisors's VV Position: Q3 2017 in Review

Vantage Investment Advisors sold out of Vanguard Large-Cap ETF (VV) in Q3 2017, closing a stake of 100 shares — an estimated $11K sold.

Vantage Investment Advisors first reported a position in VV in Q4 2016 and held it in 3 quarters. The position peaked at $22K in Q1 2017. 371 funds tracked by Wall St. Rank hold VV as of Q3 2017.

  • Vantage Investment Advisors reported no remaining Vanguard Large-Cap ETF position as of Q3 2017 after selling out during the quarter.
  • Vantage Investment Advisors sold 100 Vanguard Large-Cap ETF shares in Q3 2017, an estimated $11K.
  • Vantage Investment Advisors first reported a position in Vanguard Large-Cap ETF in Q4 2016 and held it in 3 quarters.
  • Vantage Investment Advisors's Vanguard Large-Cap ETF position peaked at $22K in Q1 2017.
  • 371 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q3 2017.

Based on Vantage Investment Advisors's 13F filing for Q3 2017, filed 13 Nov 2017.