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Whitcomb & Hess’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Whitcomb & Hess’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
2023
Q4 		– Sell
-1,510
Closed -$295K – 49
2023
Q3 		$295K Buy
+1,510
New +$308K 0.11% 34

Other funds holding VV

Jones Financial Companies
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 $15.3B AUM 24.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Whitcomb & Hess's VV Position: Q4 2023 in Review

Whitcomb & Hess sold out of Vanguard Morningstar Large-Cap ETF (VV) in Q4 2023, closing a stake of 1,510 shares — an estimated $295K sold.

Whitcomb & Hess first reported a position in VV in Q3 2023 and held it in 1 quarter. The position peaked at $295K in Q3 2023. 1,037 funds tracked by Wall St. Rank hold VV as of Q4 2023.

  • Whitcomb & Hess reported no remaining Vanguard Morningstar Large-Cap ETF position as of Q4 2023 after selling out during the quarter.
  • Whitcomb & Hess sold 1,510 Vanguard Morningstar Large-Cap ETF shares in Q4 2023, an estimated $295K.
  • Whitcomb & Hess first reported a position in Vanguard Morningstar Large-Cap ETF in Q3 2023 and held it in 1 quarter.
  • Whitcomb & Hess's Vanguard Morningstar Large-Cap ETF position peaked at $295K in Q3 2023.
  • 1,037 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q4 2023.

Based on Whitcomb & Hess's 13F filing for Q4 2023, filed 17 Jan 2024.