Vigilant Capital Management’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Vigilant Capital Management’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 Q1	–	Sell	-900	Closed	-$157K	–	509
2022 Q4	$157K	Buy	+900	New	+$158K	0.01%	166
2020 Q1	–	Sell	-167	Closed	-$25K	–	456
2019 Q4	$25K	Hold	167	–	–	﹤0.01%	371
2019 Q3	$23K	Sell	167 -400	-71%	-$54.3K	﹤0.01%	307
2019 Q2	$76K	Hold	567	–	–	0.01%	203
2019 Q1	$74K	Sell	567 -265	-32%	-$33.1K	0.01%	202
2018 Q4	$96K	Sell	832 -325	-28%	-$40.2K	0.02%	189
2018 Q3	$154K	Buy	1,157 +125	+12%	+$16.4K	0.02%	155
2018 Q2	$129K	Hold	1,032	–	–	0.02%	163
2018 Q1	$125K	Hold	1,032	–	–	0.02%	153
2017 Q4	$127K	Buy	1,032 +707	+218%	+$84.5K	0.02%	146
2017 Q3	$38K	Buy	+325	New	+$36.8K	0.01%	192

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

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

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

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

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

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

Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return

Vigilant Capital Management's VV Position: Q1 2023 in Review

Vigilant Capital Management sold out of Vanguard Morningstar Large-Cap ETF (VV) in Q1 2023, closing a stake of 900 shares — an estimated $157K sold.

Vigilant Capital Management first reported a position in VV in Q3 2017 and held it in 11 quarters. The position peaked at $157K in Q4 2022. 894 funds tracked by Wall St. Rank hold VV as of Q1 2023.

Vigilant Capital Management reported no remaining Vanguard Morningstar Large-Cap ETF position as of Q1 2023 after selling out during the quarter.
Vigilant Capital Management sold 900 Vanguard Morningstar Large-Cap ETF shares in Q1 2023, an estimated $157K.
Vigilant Capital Management first reported a position in Vanguard Morningstar Large-Cap ETF in Q3 2017 and held it in 11 quarters.
Vigilant Capital Management's Vanguard Morningstar Large-Cap ETF position peaked at $157K in Q4 2022.
894 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q1 2023.

Based on Vigilant Capital Management's 13F filing for Q1 2023, filed 1 May 2023.