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Vanguard Large-Cap ETF shares owned by Capital Performance Advisors

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

Historical chart of Capital Performance 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 Capital Performance 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 Capital Performance Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $1.7M 5.0k 343.92

More positions owned by Capital Performance Advisors

Dimensional Etf Trust Us Equi Mark Etf (DFUS)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust St Str P500etf (SPYM)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Dimensional Etf Trust Internatnal Val (DFIV)
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core Us Aggbd Et (AGG)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Apple (AAPL)
Ishares Tr Core Div Grwth (DGRO)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Vanguard Index Fds Value Etf (VTV)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)

View all positions for Capital Performance Advisors

Top funds holding Vanguard Large-Cap ETF

Jones Financial Companies, L.L
Creative Planning
National Mutual Insurance Federation of Agricultural Cooperatives
UBS Group
Vanguard Global Advisers
Northwestern Mutual Wealth Management Company
Johnson Financial
Morgan Stanley
Bank of America Corporation
Pnc Financial Services
Charles Schwab Investment Management
Sixth Street Partners Management Company
FMR
Envestnet Asset Management
Wells Fargo & Company

View all funds holding Vanguard Large-Cap ETF