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Vanguard Large-Cap ETF shares owned by Carlsbad Wealth Advisory Group

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

Historical chart of Carlsbad Wealth Advisory Group investment in Vanguard Large-Cap ETF

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Large-Cap ETF by Carlsbad Wealth Advisory Group

Quarter filed Position value Share count Share price at filing
2023-06-30 $651k 3.2k 202.72

More positions owned by Carlsbad Wealth Advisory Group

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Us Tips Etf (SCHP)
Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Home Depot (HD)
Vanguard Bd Index Fds Long Term Bond (BLV)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Schwab Strategic Tr Us Reit Etf (SCHH)
Apple (AAPL)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)

View all positions for Carlsbad Wealth Advisory Group

Top funds holding Vanguard Large-Cap ETF

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

View all funds holding Vanguard Large-Cap ETF