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Vanguard Large-Cap ETF shares owned by Balanced Rock Investment Advisors

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

Historical chart of Balanced Rock Investment 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 Balanced Rock Investment 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 Balanced Rock Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.4M 7.8k 307.86
2025-06-30 $2.3M 8.0k 285.30
2025-03-31 $1.6M 6.2k 257.03
2024-12-31 $1.6M 6.1k 269.70
2024-09-30 $1.5M 5.7k 263.29
2024-06-30 $1.5M 5.9k 249.62
2024-03-31 $1.3M 5.6k 239.76