Holistic Planning LLC Has $1.85 Million Holdings in Vanguard Large-Cap ETF (NYSEARCA:VV)

Holistic Planning LLC trimmed its stake in Vanguard Large-Cap ETF (NYSEARCA:VV) by 4.3% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 6,872 shares of the company’s stock after selling 311 shares during the quarter. Holistic Planning LLC’s holdings in Vanguard Large-Cap ETF were worth $1,853,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors have also made changes to their positions in the stock. CWA Asset Management Group LLC acquired a new position in Vanguard Large-Cap ETF in the 3rd quarter valued at $1,201,000. JPMorgan Chase & Co. boosted its holdings in Vanguard Large-Cap ETF by 4.7% during the third quarter. JPMorgan Chase & Co. now owns 180,853 shares of the company’s stock valued at $47,617,000 after acquiring an additional 8,067 shares during the period. Hantz Financial Services Inc. bought a new stake in Vanguard Large-Cap ETF during the third quarter valued at about $56,000. Moneywise Inc. grew its position in shares of Vanguard Large-Cap ETF by 72.0% in the third quarter. Moneywise Inc. now owns 40,868 shares of the company’s stock valued at $10,760,000 after purchasing an additional 17,110 shares during the last quarter. Finally, Townsquare Capital LLC increased its stake in shares of Vanguard Large-Cap ETF by 13.7% in the third quarter. Townsquare Capital LLC now owns 4,693 shares of the company’s stock worth $1,236,000 after purchasing an additional 564 shares during the period.

Vanguard Large-Cap ETF Stock Down 0.4 %

Shares of VV stock opened at $277.77 on Monday. The stock has a 50 day moving average of $275.41 and a 200-day moving average of $264.97. The firm has a market cap of $39.93 billion, a PE ratio of 25.46 and a beta of 1.01. Vanguard Large-Cap ETF has a 12 month low of $221.94 and a 12 month high of $281.58.

Vanguard Large-Cap ETF Profile

Vanguard Large-Cap Index Fund (the Fund) seeks to track the performance of a benchmark index that measures the investment return of large-capitalization stocks. The Fund employs a passive management investment approach designed to track the performance of the MSCI US Prime Market 750 Index, a diversified index predominantly made up of stocks of large United States companies.