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Vanguard Large-Cap ETF shares owned by MAI Wealth Advisors

Quarter-by-quarter ownership of Vanguard Large-Cap ETF (VV) shares owned by MAI Wealth Advisors from 13F filings

Historical chart of MAI Wealth Advisors investment in Vanguard Large-Cap ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Large-Cap ETF held by MAI Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Large-Cap ETF by MAI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $5.9M 27k 218.15
2023-09-30 $5.4M 27k 195.69
2023-06-30 $5.6M 28k 202.72
2023-03-31 $5.2M 28k 186.81
2022-12-31 $5.0M 29k 174.20
2022-09-30 $5.0M 30k 163.54
2022-06-30 $4.8M 28k 172.37
2022-03-31 $6.0M 29k 208.50
2021-12-31 $6.1M 28k 221.01
2021-09-30 $1.8M 8.8k 200.91
2021-06-30 $2.4M 12k 200.74
2021-03-31 $2.3M 13k 185.32
2020-12-31 $2.1M 12k 175.77
2020-09-30 $2.0M 13k 156.45
2020-06-30 $1.8M 13k 142.98
2020-03-31 $1.4M 12k 118.47
2019-12-31 $825k 5.6k 147.85
2019-09-30 $704k 5.2k 136.35