Wealthspire Advisors (Maryland)’s Vanguard Large-Cap ETF VV Stock Holding History

Wealthspire Advisors (Maryland)’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
2020 Q3	$22.7M	Buy	145,355 +122,846	+546%	+$18.9M	0.8%	24
2020 Q2	$3.22M	Buy	22,509 +9,213	+69%	+$1.25M	0.23%	65
2020 Q1	$1.57M	Buy	+13,296	New	+$1.87M	0.14%	100
2019 Q1	–	Hold	0	–	–	–	2402
2018 Q4	–	Hold	0	–	–	–	494
2018 Q3	–	Hold	0	–	–	–	508
2018 Q2	–	Hold	0	–	–	–	543
2018 Q1	–	Hold	0	–	–	–	568
2017 Q3	–	Hold	0	–	–	–	590
2017 Q2	–	Hold	0	–	–	–	584

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s VV Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) increased its Vanguard Large-Cap ETF (VV) stake by 546% in Q3 2020, buying an estimated $18.9M and bringing the position to 145,355 shares worth $22.7M. The position accounts for 0.8% of the portfolio, ranked #24.

Wealthspire Advisors (Maryland) first reported a position in VV in Q1 2020 and has held it in 3 quarters since. 608 funds tracked by Wall St. Rank hold VV as of Q3 2020.

Wealthspire Advisors (Maryland) held 145,355 shares of Vanguard Large-Cap ETF worth $22.7M as of Q3 2020.
Wealthspire Advisors (Maryland) bought 122,846 Vanguard Large-Cap ETF shares in Q3 2020, an estimated $18.9M.
Vanguard Large-Cap ETF made up 0.8% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #24 holding.
Wealthspire Advisors (Maryland) first reported a position in Vanguard Large-Cap ETF in Q1 2020 and has held it in 3 quarters since.
608 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.