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Woodley Farra Manion Portfolio Management’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Woodley Farra Manion Portfolio 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
2020
Q2 		– Sell
-411
Closed -$49K – 460
2020
Q1 		$49K Hold
411
– – 0.01% 165
2019
Q4 		$61K Buy
+411
New +$58.1K 0.01% 169

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 $15.3B AUM 24.71% 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 $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Woodley Farra Manion Portfolio Management's VV Position: Q2 2020 in Review

Woodley Farra Manion Portfolio Management sold out of Vanguard Morningstar Large-Cap ETF (VV) in Q2 2020, closing a stake of 411 shares — an estimated $49K sold.

Woodley Farra Manion Portfolio Management first reported a position in VV in Q4 2019 and held it in 2 quarters. The position peaked at $61K in Q4 2019. 595 funds tracked by Wall St. Rank hold VV as of Q2 2020.

  • Woodley Farra Manion Portfolio Management reported no remaining Vanguard Morningstar Large-Cap ETF position as of Q2 2020 after selling out during the quarter.
  • Woodley Farra Manion Portfolio Management sold 411 Vanguard Morningstar Large-Cap ETF shares in Q2 2020, an estimated $49K.
  • Woodley Farra Manion Portfolio Management first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2019 and held it in 2 quarters.
  • Woodley Farra Manion Portfolio Management's Vanguard Morningstar Large-Cap ETF position peaked at $61K in Q4 2019.
  • 595 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2020.

Based on Woodley Farra Manion Portfolio Management's 13F filing for Q2 2020, filed 12 Aug 2020.