WAL
VV icon

W Advisors LLC’s Vanguard Large-Cap ETF VV Stock Holding History

W Advisors LLC’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
Q1 		– Sell
-2,082
Closed -$460K – 119
2021
Q4 		$460K Buy
+2,082
New +$446K 0.34% 67

Other funds holding VV

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
SC
Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

W Advisors LLC's VV Position: Q1 2022 in Review

W Advisors LLC sold out of Vanguard Large-Cap ETF (VV) in Q1 2022, closing a stake of 2,082 shares — an estimated $460K sold.

W Advisors LLC first reported a position in VV in Q4 2021 and held it in 1 quarter. The position peaked at $460K in Q4 2021. 865 funds tracked by Wall St. Rank hold VV as of Q1 2022.

  • W Advisors LLC reported no remaining Vanguard Large-Cap ETF position as of Q1 2022 after selling out during the quarter.
  • W Advisors LLC sold 2,082 Vanguard Large-Cap ETF shares in Q1 2022, an estimated $460K.
  • W Advisors LLC first reported a position in Vanguard Large-Cap ETF in Q4 2021 and held it in 1 quarter.
  • W Advisors LLC's Vanguard Large-Cap ETF position peaked at $460K in Q4 2021.
  • 865 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q1 2022.

Based on W Advisors LLC's 13F filing for Q1 2022, filed 26 Aug 2022.