Wintrust Investments’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Wintrust Investments’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
2024 Q4	$178K	Buy	663 +34	+5%	+$9.21K	0.16%	108
2024 Q3	$165K	Sell	629 -4,783	-88%	-$1.21M	0.12%	149
2024 Q2	$1.35M	Buy	5,412 +364	+7%	+$87.4K	0.11%	160
2024 Q1	$1.21M	Buy	5,048 +278	+6%	+$63.6K	0.11%	170
2023 Q4	$1.04M	Sell	4,770 -307	-6%	-$62.8K	0.1%	170
2023 Q3	$993K	Buy	5,077 +2,538	+100%	+$517K	0.1%	174
2023 Q2	$515K	Buy	2,539 +1,187	+88%	+$228K	0.05%	263
2023 Q1	$252K	Sell	1,352 -151	-10%	-$27.5K	0.03%	296
2022 Q4	$262K	Buy	1,503 +2	+0.1%	+$351	0.03%	309
2022 Q3	$246K	Buy	1,501 +301	+25%	+$54.7K	0.03%	342
2022 Q2	$207K	Buy	1,200 +1	+0.1%	+$188	0.02%	357
2022 Q1	$250K	Buy	1,199 +1	+0.1%	+$205	0.02%	351
2021 Q4	$265K	Buy	1,198 +80	+7%	+$17.2K	0.03%	359
2021 Q3	$225K	Buy	1,118 +21	+2%	+$4.34K	0.03%	250
2021 Q2	$220K	Buy	+1,097	New	+$214K	0.02%	396

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

NMIFOAC

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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

Wintrust Investments's VV Position: Q4 2024 in Review

Wintrust Investments increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 5.4% in Q4 2024, buying an estimated $9.21K and bringing the position to 663 shares worth $178K. The position accounts for 0.16% of the portfolio, ranked #108.

Wintrust Investments first reported a position in VV in Q2 2021 and has held it in 15 quarters since. The position peaked at $1.35M in Q2 2024. 1,185 funds tracked by Wall St. Rank hold VV as of Q4 2024.

Wintrust Investments held 663 shares of Vanguard Morningstar Large-Cap ETF worth $178K as of Q4 2024.
Wintrust Investments bought 34 Vanguard Morningstar Large-Cap ETF shares in Q4 2024, an estimated $9.21K.
Vanguard Morningstar Large-Cap ETF made up 0.16% of Wintrust Investments's portfolio in Q4 2024, its #108 holding.
Wintrust Investments first reported a position in Vanguard Morningstar Large-Cap ETF in Q2 2021 and has held it in 15 quarters since.
Wintrust Investments's Vanguard Morningstar Large-Cap ETF position peaked at $1.35M in Q2 2024.
1,185 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q4 2024.

Based on Wintrust Investments's 13F filing for Q4 2024, filed 10 Feb 2025.