Watchman Group’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Watchman Group’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 Q4	–	Sell	-1,363	Closed	-$223K	–	78
2022 Q3	$223K	Buy	1,363 +19	+1%	+$3.45K	0.14%	64
2022 Q2	$232K	Hold	1,344	–	–	0.14%	64
2022 Q1	$280K	Hold	1,344	–	–	0.17%	65
2021 Q4	$297K	Sell	1,344 -92	-6%	-$19.7K	0.16%	68
2021 Q3	$289K	Buy	1,436 +9	+0.6%	+$1.86K	0.19%	61
2021 Q2	$286K	Hold	1,427	–	–	0.17%	65
2021 Q1	$264K	Buy	+1,427	New	+$259K	0.16%	67

Other funds holding VV

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

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

NMIFOAC

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

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

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

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

Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return

Watchman Group's VV Position: Q4 2022 in Review

Watchman Group sold out of Vanguard Morningstar Large-Cap ETF (VV) in Q4 2022, closing a stake of 1,363 shares — an estimated $223K sold.

Watchman Group first reported a position in VV in Q1 2021 and held it in 7 quarters. The position peaked at $297K in Q4 2021. 892 funds tracked by Wall St. Rank hold VV as of Q4 2022.

Watchman Group reported no remaining Vanguard Morningstar Large-Cap ETF position as of Q4 2022 after selling out during the quarter.
Watchman Group sold 1,363 Vanguard Morningstar Large-Cap ETF shares in Q4 2022, an estimated $223K.
Watchman Group first reported a position in Vanguard Morningstar Large-Cap ETF in Q1 2021 and held it in 7 quarters.
Watchman Group's Vanguard Morningstar Large-Cap ETF position peaked at $297K in Q4 2021.
892 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q4 2022.

Based on Watchman Group's 13F filing for Q4 2022, filed 9 Feb 2023.