WFG Advisors’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

WFG Advisors’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
2017 Q2	–	Sell	-76	Closed	-$8K	–	1679
2017 Q1	$8K	Hold	76	–	–	﹤0.01%	1135
2016 Q4	$8K	Hold	76	–	–	﹤0.01%	1182
2016 Q3	$8K	Hold	76	–	–	﹤0.01%	1195
2016 Q2	$7K	Sell	76 -136	-64%	-$12.9K	﹤0.01%	1185
2016 Q1	$20K	Buy	212 +53	+33%	+$4.72K	0.01%	896
2015 Q4	$15K	Buy	159 +83	+109%	+$7.81K	﹤0.01%	977
2015 Q3	$7K	Hold	76	–	–	﹤0.01%	1197
2015 Q2	$7K	Hold	76	–	–	﹤0.01%	1280
2015 Q1	$7K	Hold	76	–	–	﹤0.01%	1294
2014 Q4	$7K	Hold	76	–	–	﹤0.01%	1579
2014 Q3	$7K	Hold	76	–	–	﹤0.01%	1591
2014 Q2	$7K	Hold	76	–	–	﹤0.01%	1586
2014 Q1	$7K	Hold	76	–	–	﹤0.01%	1558
2013 Q4	$6K	Hold	76	–	–	﹤0.01%	1723
2013 Q3	$6K	Hold	76	–	–	﹤0.01%	1688
2013 Q2	$6K	Buy	+76	New	+$5.6K	﹤0.01%	1621

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

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

SBSB

Sullivan, Bruyette, Speros & Blaney Mclean, Virginia $2.27B AUM 50.71% 1-Year Est. Return

WFG Advisors's VV Position: Q2 2017 in Review

WFG Advisors sold out of Vanguard Morningstar Large-Cap ETF (VV) in Q2 2017, closing a stake of 76 shares — an estimated $8K sold.

WFG Advisors first reported a position in VV in Q2 2013 and held it in 16 quarters. The position peaked at $20K in Q1 2016. 358 funds tracked by Wall St. Rank hold VV as of Q2 2017.

WFG Advisors reported no remaining Vanguard Morningstar Large-Cap ETF position as of Q2 2017 after selling out during the quarter.
WFG Advisors sold 76 Vanguard Morningstar Large-Cap ETF shares in Q2 2017, an estimated $8K.
WFG Advisors first reported a position in Vanguard Morningstar Large-Cap ETF in Q2 2013 and held it in 16 quarters.
WFG Advisors's Vanguard Morningstar Large-Cap ETF position peaked at $20K in Q1 2016.
358 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.