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Wipfli Financial Advisors’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Wipfli Financial Advisors’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
2022
Q3 		$231K Buy
1,412
+36
+3% +$6.54K 0.02% 403
2022
Q2 		$287K Hold
1,376
– – 0.03% 79
2022
Q1 		$287K Buy
+1,376
New +$283K 0.03% 82

Other funds holding VV

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
SC
Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
PFO
Pathstone Family Office Englewood, New Jersey $13.1B AUM 21.02% 1-Year Est. Return

Wipfli Financial Advisors's VV Position: Q3 2022 in Review

Wipfli Financial Advisors increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 2.6% in Q3 2022, buying an estimated $6.54K and bringing the position to 1,412 shares worth $231K. The position accounts for 0.02% of the portfolio, ranked #403.

Wipfli Financial Advisors first reported a position in VV in Q1 2022 and has held it in 3 quarters since. The position peaked at $287K in Q2 2022. 821 funds tracked by Wall St. Rank hold VV as of Q3 2022.

  • Wipfli Financial Advisors held 1,412 shares of Vanguard Morningstar Large-Cap ETF worth $231K as of Q3 2022.
  • Wipfli Financial Advisors bought 36 Vanguard Morningstar Large-Cap ETF shares in Q3 2022, an estimated $6.54K.
  • Vanguard Morningstar Large-Cap ETF made up 0.02% of Wipfli Financial Advisors's portfolio in Q3 2022, its #403 holding.
  • Wipfli Financial Advisors first reported a position in Vanguard Morningstar Large-Cap ETF in Q1 2022 and has held it in 3 quarters since.
  • Wipfli Financial Advisors's Vanguard Morningstar Large-Cap ETF position peaked at $287K in Q2 2022.
  • 821 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.