Vanguard Large-Cap ETF shares owned by UMA Financial Services
Quarter-by-quarter ownership of Vanguard Large-Cap ETF (VV) shares owned by UMA Financial Services
from 13F filings
Historical chart of UMA Financial Services investment in Vanguard Large-Cap ETF
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Quarterly reported holdings in Vanguard Large-Cap ETF by UMA Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $995k | 4.3k | 230.98 |
| 2023-12-31 | $959k | 4.3k | 222.21 |
| 2023-09-30 | $841k | 4.2k | 198.13 |
| 2023-06-30 | $862k | 4.2k | 203.11 |
| 2023-03-31 | $800k | 4.2k | 188.99 |
| 2022-12-31 | $784k | 4.3k | 182.43 |
| 2022-09-30 | $740k | 4.3k | 172.57 |
| 2022-06-30 | $805k | 4.3k | 187.78 |
| 2022-03-31 | $843k | 4.3k | 196.78 |
| 2021-12-31 | $957k | 4.4k | 215.64 |
| 2021-09-30 | $928k | 4.4k | 209.10 |
| 2021-06-30 | $906k | 4.4k | 204.15 |
| 2021-03-31 | $843k | 4.4k | 189.99 |
| 2020-12-31 | $818k | 4.4k | 184.36 |
| 2020-09-30 | $663k | 4.3k | 154.08 |
| 2020-06-30 | $672k | 4.3k | 155.66 |
| 2020-03-31 | $495k | 3.8k | 128.60 |
| 2019-12-31 | $485k | 3.2k | 150.62 |
| 2019-09-30 | $464k | 3.2k | 144.10 |