Winslow Evans & Crocker’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Winslow Evans & Crocker’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 Q4	$31K	Buy	175 +90	+106%	+$15K	0.01%	701
2020 Q3	$13K	Hold	85	–	–	﹤0.01%	711
2020 Q2	$12K	Sell	85 -1	-1%	-$135	﹤0.01%	710
2020 Q1	$12K	Hold	86	–	–	﹤0.01%	682
2019 Q4	$14K	Hold	86	–	–	﹤0.01%	756
2019 Q3	$12K	Hold	86	–	–	﹤0.01%	779
2019 Q2	$12K	Hold	86	–	–	﹤0.01%	794
2019 Q1	$12K	Sell	86 -50	-37%	-$6.25K	﹤0.01%	790
2018 Q4	$16K	Hold	136	–	–	0.01%	681
2018 Q3	$20K	Hold	136	–	–	0.01%	668
2018 Q2	$18K	Hold	136	–	–	0.01%	700
2018 Q1	$16.4K	Sell	136 -134	-50%	-$16.8K	0.01%	683
2017 Q4	$33.1K	Hold	270	–	–	0.01%	569
2017 Q3	$31.2K	Sell	270 -90	-25%	-$10.2K	0.01%	571
2017 Q2	$40K	Hold	360	–	–	0.01%	607
2017 Q1	$38.9K	Hold	360	–	–	0.01%	589
2016 Q4	$36.9K	Hold	360	–	–	0.01%	603
2016 Q3	$35.7K	Hold	360	–	–	0.01%	614
2016 Q2	$34.5K	Hold	360	–	–	0.01%	599
2016 Q1	$33.8K	Hold	360	–	–	0.01%	580
2015 Q4	$33.7K	Hold	360	–	–	0.01%	617
2015 Q3	$31.7K	Hold	360	–	–	0.01%	596
2015 Q2	$34.1K	Hold	360	–	–	0.01%	636
2015 Q1	$34.3K	Hold	360	–	–	0.01%	620
2014 Q4	$34K	Hold	360	–	–	0.01%	614
2014 Q3	$32.6K	Hold	360	–	–	0.01%	648
2014 Q2	$32.4K	Hold	360	–	–	0.01%	577
2014 Q1	$31K	Hold	360	–	–	0.01%	583
2013 Q4	$31K	Buy	+360	New	+$29.3K	0.01%	601

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Winslow Evans & Crocker's VV Position: Q4 2020 in Review

Winslow Evans & Crocker increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 106% in Q4 2020, buying an estimated $15K and bringing the position to 175 shares worth $31K. The position accounts for 0.01% of the portfolio, ranked #701.

Winslow Evans & Crocker first reported a position in VV in Q4 2013 and has held it in 29 quarters since. The position peaked at $40K in Q2 2017. 699 funds tracked by Wall St. Rank hold VV as of Q4 2020.

Winslow Evans & Crocker held 175 shares of Vanguard Morningstar Large-Cap ETF worth $31K as of Q4 2020.
Winslow Evans & Crocker bought 90 Vanguard Morningstar Large-Cap ETF shares in Q4 2020, an estimated $15K.
Vanguard Morningstar Large-Cap ETF made up 0.01% of Winslow Evans & Crocker's portfolio in Q4 2020, its #701 holding.
Winslow Evans & Crocker first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2013 and has held it in 29 quarters since.
Winslow Evans & Crocker's Vanguard Morningstar Large-Cap ETF position peaked at $40K in Q2 2017.
699 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.