Vanguard Large-Cap ETF shares owned by Bernard Wealth Management Corp.
Quarter-by-quarter ownership of Vanguard Large-Cap ETF (VV) shares owned by Bernard Wealth Management Corp.
from 13F filings
Historical chart of Bernard Wealth Management Corp. investment in Vanguard Large-Cap ETF
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All positions including Vanguard Large-Cap ETF held by Bernard Wealth Management Corp. consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Vanguard Large-Cap ETF by Bernard Wealth Management Corp.
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $152k | 483 | 314.80 |
| 2025-09-30 | $149k | 483 | 307.86 |
| 2025-06-30 | $138k | 483 | 285.30 |
| 2025-03-31 | $124k | 483 | 257.03 |
| 2024-12-31 | $130k | 483 | 269.70 |
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