Wilbanks Smith & Thomas Asset Management’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Wilbanks Smith & Thomas Asset Management’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 Q4	–	Sell	-231	Closed	-$31K	–	1289
2018 Q3	$31K	Buy	+231	New	+$30.3K	﹤0.01%	788
2016 Q1	–	Sell	-42,960	Closed	-$4.02M	–	304
2015 Q4	$4.02M	Hold	42,960	–	–	0.4%	39
2015 Q3	$3.78M	Sell	42,960 -3,005	-7%	-$281K	0.54%	34
2015 Q2	$4.36M	Sell	45,965 -250	-0.5%	-$24.2K	0.43%	37
2015 Q1	$4.4M	Sell	46,215 -450	-1%	-$42.7K	0.43%	38
2014 Q4	$4.41M	Sell	46,665 -625	-1%	-$57.7K	0.45%	38
2014 Q3	$4.28M	Hold	47,290	–	–	0.47%	38
2014 Q2	$4.26M	Hold	47,290	–	–	0.45%	36
2014 Q1	$4.07M	Sell	47,290 -240	-0.5%	-$20.3K	0.46%	37
2013 Q4	$4.03M	Sell	47,530 -35,800	-43%	-$2.91M	0.48%	38
2013 Q3	$6.45M	Hold	83,330	–	–	0.86%	28
2013 Q2	$6.12M	Buy	+83,330	New	+$6.14M	0.94%	24

Other funds holding VV

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

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

Wilbanks Smith & Thomas Asset Management's VV Position: Q4 2018 in Review

Wilbanks Smith & Thomas Asset Management sold out of Vanguard Morningstar Large-Cap ETF (VV) in Q4 2018, closing a stake of 231 shares — an estimated $31K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in VV in Q2 2013 and held it in 12 quarters. The position peaked at $6.45M in Q3 2013. 458 funds tracked by Wall St. Rank hold VV as of Q4 2018.

Wilbanks Smith & Thomas Asset Management reported no remaining Vanguard Morningstar Large-Cap ETF position as of Q4 2018 after selling out during the quarter.
Wilbanks Smith & Thomas Asset Management sold 231 Vanguard Morningstar Large-Cap ETF shares in Q4 2018, an estimated $31K.
Wilbanks Smith & Thomas Asset Management first reported a position in Vanguard Morningstar Large-Cap ETF in Q2 2013 and held it in 12 quarters.
Wilbanks Smith & Thomas Asset Management's Vanguard Morningstar Large-Cap ETF position peaked at $6.45M in Q3 2013.
458 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q4 2018.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q4 2018, filed 8 Feb 2019.