KW Wealth Management LLC Makes New Investment in Vanguard Large-Cap ETF $VV

KW Wealth Management LLC purchased a new stake in Vanguard Large-Cap ETF (NYSEARCA:VV) during the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm purchased 3,284 shares of the company’s stock, valued at approximately $1,011,000. Vanguard Large-Cap ETF accounts for 1.7% of KW Wealth Management LLC’s investment portfolio, making the stock its 16th biggest holding.

Several other hedge funds and other institutional investors have also made changes to their positions in VV. Wealthspire Advisors LLC increased its position in Vanguard Large-Cap ETF by 26.2% in the 2nd quarter. Wealthspire Advisors LLC now owns 1,096,878 shares of the company’s stock valued at $312,939,000 after acquiring an additional 227,460 shares during the period. Jones Financial Companies Lllp boosted its position in Vanguard Large-Cap ETF by 1.3% during the 1st quarter. Jones Financial Companies Lllp now owns 16,130,782 shares of the company’s stock worth $4,120,951,000 after acquiring an additional 213,730 shares during the period. Envestnet Asset Management Inc. grew its stake in shares of Vanguard Large-Cap ETF by 14.3% in the second quarter. Envestnet Asset Management Inc. now owns 1,545,138 shares of the company’s stock worth $440,820,000 after purchasing an additional 193,655 shares in the last quarter. Johnson Financial Group LLC increased its holdings in shares of Vanguard Large-Cap ETF by 12.0% during the second quarter. Johnson Financial Group LLC now owns 1,610,784 shares of the company’s stock valued at $459,557,000 after purchasing an additional 173,152 shares during the period. Finally, Corient Private Wealth LLC increased its holdings in shares of Vanguard Large-Cap ETF by 114.3% during the second quarter. Corient Private Wealth LLC now owns 267,120 shares of the company’s stock valued at $72,399,000 after purchasing an additional 142,474 shares during the period.

Vanguard Large-Cap ETF Stock Down 0.0%

VV stock opened at $318.67 on Monday. The company has a 50-day simple moving average of $313.31 and a 200 day simple moving average of $301.64. The company has a market capitalization of $47.87 billion, a P/E ratio of 24.59 and a beta of 1.01. Vanguard Large-Cap ETF has a fifty-two week low of $221.40 and a fifty-two week high of $319.31.

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.