Carlton, Hoffferkamp & Jenks Wealth Management »

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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

Quarter filed Position value Share count Share price at filing
2024-03-31 $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)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Costco Wholesale Corporation (COST)
Ishares Tr Short Treas Bd (SHV)
Stellar Bancorp Ord (STEL)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Alphabet Cap Stk Cl A (GOOGL)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)

View all positions for Carlton, Hoffferkamp & Jenks Wealth Management

Top funds holding Vanguard Large-Cap ETF

Creative Planning
National Mutual Insurance Federation of Agricultural Cooperatives
Bank of America Corporation
Vanguard Group
UBS Group
Pnc Financial Services
Johnson Financial
Wells Fargo & Company
Axxcess Wealth Management
Capital Asset Advisory Services
Samlyn Capital
Moneta Group Investment Advisors
Pathstone Holdings
Wealthfront Advisers
Wealthquest

View all funds holding Vanguard Large-Cap ETF