Wealthfront’s Vanguard Large-Cap ETF VV Stock Holding History

Wealthfront’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
2018 Q3	$42.3M	Sell	316,962 -14,306	-4%	-$1.87M	0.41%	21
2018 Q2	$41.3M	Buy	331,268 +9,135	+3%	+$1.13M	0.42%	20
2018 Q1	$39M	Buy	322,133 +55,710	+21%	+$6.99M	0.4%	20
2017 Q4	$32.7M	Sell	266,423 -4,329	-2%	-$517K	0.36%	23
2017 Q3	$31.2M	Buy	270,752 +12,559	+5%	+$1.42M	0.4%	22
2017 Q2	$28.7M	Buy	258,193 +25,234	+11%	+$2.78M	0.43%	21
2017 Q1	$25.2M	Buy	232,959 +26,985	+13%	+$2.88M	0.45%	21
2016 Q4	$21.1M	Buy	205,974 +40,008	+24%	+$4.01M	0.46%	20
2016 Q3	$16.5M	Buy	165,966 +8,092	+5%	+$801K	0.39%	21
2016 Q2	$15.1M	Buy	157,874 +15,655	+11%	+$1.49M	0.42%	20
2016 Q1	$13.4M	Sell	142,219 -81,815	-37%	-$7.29M	0.42%	20
2015 Q4	$20.9M	Buy	224,034 +40,211	+22%	+$3.79M	0.75%	19
2015 Q3	$16.2M	Buy	183,823 +175,735	+2,173%	+$16.4M	0.65%	18
2015 Q2	$767K	Buy	8,088 +7,962	+6,319%	+$771K	0.03%	75
2015 Q1	$12K	Buy	+126	New	+$12K	﹤0.01%	608

Other funds holding VV

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 Overland Park, Kansas $147B AUM 18.73% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Wealthfront's VV Position: Q3 2018 in Review

Wealthfront reduced its Vanguard Large-Cap ETF (VV) stake by 4.3% in Q3 2018, selling an estimated $1.87M and leaving 316,962 shares worth $42.3M. The position accounts for 0.41% of the portfolio, ranked #21.

Wealthfront first reported a position in VV in Q1 2015 and has held it in 15 quarters since. 450 funds tracked by Wall St. Rank hold VV as of Q3 2018.

Wealthfront held 316,962 shares of Vanguard Large-Cap ETF worth $42.3M as of Q3 2018.
Wealthfront sold 14,306 Vanguard Large-Cap ETF shares in Q3 2018, an estimated $1.87M.
Vanguard Large-Cap ETF made up 0.41% of Wealthfront's portfolio in Q3 2018, its #21 holding.
Wealthfront first reported a position in Vanguard Large-Cap ETF in Q1 2015 and has held it in 15 quarters since.
450 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q3 2018.

Based on Wealthfront's 13F filing for Q3 2018, filed 13 Nov 2018.