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Vanguard Large-Cap ETF shares owned by Carlton, Hoffferkamp & Jenks Wealth Management

Quarter-by-quarter ownership of Vanguard Large-Cap ETF (VV) shares owned by Carlton, Hoffferkamp & Jenks Wealth Management from 13F filings

Historical chart of Carlton, Hoffferkamp & Jenks Wealth Management investment in Vanguard Large-Cap ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Large-Cap ETF held by Carlton, Hoffferkamp & Jenks Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Large-Cap ETF by Carlton, Hoffferkamp & Jenks Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $7.5M 29k 261.64
2024-06-30 $7.2M 29k 248.49
2024-03-31 $6.6M 29k 231.03
2023-12-31 $6.4M 29k 223.10
2023-09-30 $5.5M 29k 191.20
2023-06-30 $5.8M 28k 204.52
2023-03-31 $5.3M 28k 188.52
2022-12-31 $5.4M 29k 185.17
2022-09-30 $4.8M 28k 170.92
2022-06-30 $5.0M 28k 177.94
2022-03-31 $5.8M 28k 205.84
2021-12-31 $5.6M 28k 200.25
2021-09-30 $6.0M 27k 219.63
2021-06-30 $5.4M 27k 201.87
2021-03-31 $5.2M 27k 195.66
2020-12-31 $4.8M 27k 178.05
2020-09-30 $4.5M 27k 166.15
2020-06-30 $4.0M 27k 150.99
2020-03-31 $3.6M 27k 135.28
2019-12-31 $4.0M 27k 148.95
2019-09-30 $3.4M 25k 134.67
2019-06-30 $3.3M 24k 136.91
2019-03-31 $2.8M 22k 129.79
2018-12-31 $2.3M 20k 114.83
2018-09-30 $2.2M 16k 133.48
2018-06-30 $1.9M 15k 124.94
2018-03-31 $1.6M 14k 119.48
2017-12-31 $1.7M 14k 122.55
2017-09-30 $1.5M 13k 115.38
2017-06-30 $1.3M 11k 111.00
2017-03-31 $1.2M 12k 108.03
2016-12-31 $1.0M 10k 102.36
2016-09-30 $606k 6.1k 99.02
2016-06-30 $432k 4.5k 95.79
2016-03-31 $306k 3.3k 93.87
2015-12-31 $240k 2.6k 91.95

More positions owned by Carlton, Hoffferkamp & Jenks Wealth Management

Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Exxon Mobil Corporation (XOM)
Vanguard Index Fds Total Stk Mkt (VTI)
Apple (AAPL)
Vanguard Index Fds Large Cap Etf (VV)
Costco Wholesale Corporation (COST)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Ishares Tr Short Treas Bd (SHV)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Stellar Bancorp Ord (STEL)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Carlton, Hoffferkamp & Jenks Wealth Management

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
Morgan Stanley
Northwestern Mutual Wealth Management Company
Pnc Financial Services
Johnson Financial
Envestnet Asset Management
Wells Fargo & Company
Balentine
Axxcess Wealth Management
Capital Asset Advisory Services

View all funds holding Vanguard Large-Cap ETF