V
VV icon

Veritable’s Vanguard Large-Cap ETF VV Stock Holding History

Veritable’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
Q3 		– Sell
-36,171
Closed -$7.33M – 812
2023
Q2 		$7.33M Buy
36,171
+420
+1% +$80.5K 0.11% 91
2023
Q1 		$6.68M Sell
35,751
-860
-2% -$157K 0.11% 99
2022
Q4 		$6.38M Sell
36,611
-280
-0.8% -$49.1K 0.11% 95
2022
Q3 		$6.03M Hold
36,891
– – 0.12% 94
2022
Q2 		$6.36M Sell
36,891
-346
-0.9% -$64.9K 0.11% 98
2022
Q1 		$7.76M Buy
37,237
+1
+0% +$205 0.12% 93
2021
Q4 		$8.23M Buy
37,236
+5
+0% +$1.07K 0.12% 88
2021
Q3 		$7.48M Sell
37,231
-417
-1% -$86.2K 0.12% 90
2021
Q2 		$7.56M Buy
37,648
+36
+0.1% +$7.03K 0.12% 89
2021
Q1 		$6.97M Hold
37,612
– – 0.12% 89
2020
Q4 		$6.61M Hold
37,612
– – 0.12% 92
2020
Q3 		$5.88M Buy
37,612
+336
+0.9% +$51.8K 0.12% 94
2020
Q2 		$5.33M Buy
37,276
+965
+3% +$130K 0.12% 95
2020
Q1 		$4.3M Buy
36,311
+32,270
+799% +$4.53M 0.1% 104
2019
Q4 		$597K Sell
4,041
-100
-2% -$14.1K 0.01% 491
2019
Q3 		$565K Hold
4,141
– – 0.01% 482
2019
Q2 		$558K Hold
4,141
– – 0.01% 472
2019
Q1 		$538K Hold
4,141
– – 0.01% 483
2018
Q4 		$476K Buy
4,141
+1,784
+76% +$221K 0.01% 478
2018
Q3 		$315K Hold
2,357
– – 0.01% 631
2018
Q2 		$294K Buy
+2,357
New +$293K 0.01% 643
2014
Q1 		– Sell
-1,304
Closed -$111K – 1008
2013
Q4 		$111K Buy
+1,304
New +$106K ﹤0.01% 896

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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Veritable's VV Position: Q3 2023 in Review

Veritable sold out of Vanguard Large-Cap ETF (VV) in Q3 2023, closing a stake of 36,171 shares — an estimated $7.33M sold.

Veritable first reported a position in VV in Q4 2013 and held it in 22 quarters. The position peaked at $8.23M in Q4 2021. 938 funds tracked by Wall St. Rank hold VV as of Q3 2023.

  • Veritable reported no remaining Vanguard Large-Cap ETF position as of Q3 2023 after selling out during the quarter.
  • Veritable sold 36,171 Vanguard Large-Cap ETF shares in Q3 2023, an estimated $7.33M.
  • Veritable first reported a position in Vanguard Large-Cap ETF in Q4 2013 and held it in 22 quarters.
  • Veritable's Vanguard Large-Cap ETF position peaked at $8.23M in Q4 2021.
  • 938 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q3 2023.

Based on Veritable's 13F filing for Q3 2023.