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Whitnell & Co’s Vanguard Large-Cap ETF VV Stock Holding History

Whitnell & Co’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
2019
Q4 		$365K Sell
2,466
-198
-7% -$28K 0.11% 124
2019
Q3 		$363K Buy
2,664
+910
+52% +$124K 0.12% 121
2019
Q2 		$236K Hold
1,754
– – 0.09% 129
2019
Q1 		$228K Hold
1,754
– – 0.09% 135
2018
Q4 		$201K Buy
+1,754
New +$217K 0.09% 132
2013
Q4 		– Sell
-18
Closed -$1.46K – 273
2013
Q3 		$1K Hold
18
– – ﹤0.01% 261
2013
Q2 		$1K Buy
+18
New +$1.33K ﹤0.01% 399

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 $13B AUM 17.65% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Whitnell & Co's VV Position: Q4 2019 in Review

Whitnell & Co reduced its Vanguard Large-Cap ETF (VV) stake by 7.4% in Q4 2019, selling an estimated $28K and leaving 2,466 shares worth $365K. The position accounts for 0.11% of the portfolio, ranked #124.

Whitnell & Co first reported a position in VV in Q2 2013 and has held it in 7 quarters since. 576 funds tracked by Wall St. Rank hold VV as of Q4 2019.

  • Whitnell & Co held 2,466 shares of Vanguard Large-Cap ETF worth $365K as of Q4 2019.
  • Whitnell & Co sold 198 Vanguard Large-Cap ETF shares in Q4 2019, an estimated $28K.
  • Vanguard Large-Cap ETF made up 0.11% of Whitnell & Co's portfolio in Q4 2019, its #124 holding.
  • Whitnell & Co first reported a position in Vanguard Large-Cap ETF in Q2 2013 and has held it in 7 quarters since.
  • 576 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q4 2019.

Based on Whitnell & Co's 13F filing for Q4 2019, filed 11 Feb 2020.