VitalStone Financial’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

VitalStone Financial’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 Q3	$1.15M	Buy	4,358 +212	+5%	+$53.8K	0.78%	28
2024 Q2	$1.03M	Sell	4,146 -7	-0.2%	-$1.68K	0.75%	27
2024 Q1	$996K	Buy	4,153 +174	+4%	+$39.8K	0.76%	30
2023 Q4	$868K	Sell	3,979 -357	-8%	-$73K	0.69%	28
2023 Q3	$876K	Buy	4,336 +1,712	+65%	+$349K	0.74%	27
2023 Q2	$490K	Sell	2,624 -485	-16%	-$93K	0.27%	46
2023 Q1	$688K	Buy	3,109 +86	+3%	+$15.7K	0.57%	43
2022 Q4	$526K	Buy	+3,023	New	+$530K	0.36%	32

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

VitalStone Financial's VV Position: Q3 2024 in Review

VitalStone Financial increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 5.1% in Q3 2024, buying an estimated $53.8K and bringing the position to 4,358 shares worth $1.15M. The position accounts for 0.78% of the portfolio, ranked #28.

VitalStone Financial first reported a position in VV in Q4 2022 and has held it in 8 quarters since. 1,099 funds tracked by Wall St. Rank hold VV as of Q3 2024.

VitalStone Financial held 4,358 shares of Vanguard Morningstar Large-Cap ETF worth $1.15M as of Q3 2024.
VitalStone Financial bought 212 Vanguard Morningstar Large-Cap ETF shares in Q3 2024, an estimated $53.8K.
Vanguard Morningstar Large-Cap ETF made up 0.78% of VitalStone Financial's portfolio in Q3 2024, its #28 holding.
VitalStone Financial first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2022 and has held it in 8 quarters since.
1,099 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q3 2024.

Based on VitalStone Financial's 13F filing for Q3 2024, filed 11 Oct 2024.