Washington Trust Bank’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Washington Trust Bank’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
2019 Q1	–	Sell	-472	Closed	-$54K	–	647
2018 Q4	$54K	Buy	472 +43	+10%	+$5.32K	0.01%	333
2018 Q3	$57K	Sell	429 -164	-28%	-$21.5K	0.01%	352
2018 Q2	$74K	Hold	593	–	–	0.01%	344
2018 Q1	$72K	Sell	593 -463	-44%	-$58.1K	0.01%	351
2017 Q4	$129K	Buy	1,056 +38	+4%	+$4.54K	0.02%	276
2017 Q3	$118K	Hold	1,018	–	–	0.02%	286
2017 Q2	$113K	Hold	1,018	–	–	0.02%	266
2017 Q1	$110K	Sell	1,018 -148	-13%	-$15.8K	0.02%	273
2016 Q4	$119K	Buy	1,166 +179	+18%	+$17.9K	0.03%	261
2016 Q3	$98K	Sell	987 -146	-13%	-$14.5K	0.02%	274
2016 Q2	$109K	Buy	1,133 +440	+63%	+$41.8K	0.03%	247
2016 Q1	$65K	Buy	693 +598	+629%	+$53.3K	0.02%	332
2015 Q4	$9K	Hold	95	–	–	﹤0.01%	614
2015 Q3	$8K	Hold	95	–	–	﹤0.01%	645
2015 Q2	$9K	Hold	95	–	–	﹤0.01%	681
2015 Q1	$9K	Sell	95 -735	-89%	-$69.8K	﹤0.01%	690
2014 Q4	$78K	Sell	830 -1,123	-58%	-$104K	0.02%	393
2014 Q3	$177K	Hold	1,953	–	–	0.06%	240
2014 Q2	$176K	Sell	1,953 -231	-11%	-$20.2K	0.04%	258
2014 Q1	$188K	Buy	+2,184	New	+$184K	0.04%	242

Other funds holding VV

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Washington Trust Bank's VV Position: Q1 2019 in Review

Washington Trust Bank sold out of Vanguard Morningstar Large-Cap ETF (VV) in Q1 2019, closing a stake of 472 shares — an estimated $54K sold.

Washington Trust Bank first reported a position in VV in Q1 2014 and held it in 20 quarters. The position peaked at $188K in Q1 2014. 477 funds tracked by Wall St. Rank hold VV as of Q1 2019.

Washington Trust Bank reported no remaining Vanguard Morningstar Large-Cap ETF position as of Q1 2019 after selling out during the quarter.
Washington Trust Bank sold 472 Vanguard Morningstar Large-Cap ETF shares in Q1 2019, an estimated $54K.
Washington Trust Bank first reported a position in Vanguard Morningstar Large-Cap ETF in Q1 2014 and held it in 20 quarters.
Washington Trust Bank's Vanguard Morningstar Large-Cap ETF position peaked at $188K in Q1 2014.
477 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q1 2019.

Based on Washington Trust Bank's 13F filing for Q1 2019, filed 9 Apr 2019.