Wells Financial Advisors INC Reduces Stake in Vanguard Large-Cap ETF $VV

Wells Financial Advisors INC trimmed its position in shares of Vanguard Large-Cap ETF (NYSEARCA:VV) by 45.2% during the first quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 2,770 shares of the company’s stock after selling 2,285 shares during the quarter. Vanguard Large-Cap ETF accounts for approximately 3.8% of Wells Financial Advisors INC’s portfolio, making the stock its 9th largest holding. Wells Financial Advisors INC’s holdings in Vanguard Large-Cap ETF were worth $828,000 at the end of the most recent reporting period.

Several other institutional investors have also recently made changes to their positions in VV. Vanguard Group Inc. lifted its position in shares of Vanguard Large-Cap ETF by 5.0% during the fourth quarter. Vanguard Group Inc. now owns 3,862,217 shares of the company’s stock valued at $1,215,826,000 after purchasing an additional 182,325 shares in the last quarter. Northwestern Mutual Wealth Management Co. grew its position in Vanguard Large-Cap ETF by 0.6% in the 4th quarter. Northwestern Mutual Wealth Management Co. now owns 2,761,156 shares of the company’s stock worth $869,212,000 after purchasing an additional 15,832 shares in the last quarter. Johnson Financial Group LLC increased its stake in Vanguard Large-Cap ETF by 56.6% in the 4th quarter. Johnson Financial Group LLC now owns 2,511,871 shares of the company’s stock valued at $790,737,000 after buying an additional 908,240 shares during the last quarter. Moneta Group Investment Advisors LLC increased its stake in Vanguard Large-Cap ETF by 0.8% in the 4th quarter. Moneta Group Investment Advisors LLC now owns 1,314,815 shares of the company’s stock valued at $413,904,000 after buying an additional 10,487 shares during the last quarter. Finally, Capital Asset Advisory Services LLC lifted its position in shares of Vanguard Large-Cap ETF by 5.0% during the 4th quarter. Capital Asset Advisory Services LLC now owns 1,101,330 shares of the company’s stock worth $351,600,000 after buying an additional 52,084 shares in the last quarter.

Vanguard Large-Cap ETF Price Performance

Shares of NYSEARCA VV opened at $341.98 on Monday. Vanguard Large-Cap ETF has a twelve month low of $286.05 and a twelve month high of $350.41. The stock’s 50 day moving average price is $343.09 and its 200-day moving average price is $325.06. The company has a market capitalization of $52.19 billion, a PE ratio of 24.59 and a beta of 1.01.

About Vanguard Large-Cap ETF

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. The Fund attempts to replicate the target index by investing all, or substantially all, of its assets in the stocks that make up the Index, holding each stock in approximately the same proportion as its weighting in the Index.