Clear Perspective Advisors »

Vanguard Large-Cap ETF shares owned by Clear Perspective Advisors

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

Historical chart of Clear Perspective 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 Clear Perspective Advisors 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 Clear Perspective Advisors

Quarter filed Position value Share count Share price at filing
2021-12-31 $210k 950 221.05
2018-06-30 $153k 1.2k 124.59
2018-03-31 $149k 1.2k 121.34
2017-12-31 $151k 1.2k 122.96
2017-09-30 $142k 1.2k 115.64
2017-06-30 $119k 1.1k 111.21
2017-03-31 $116k 1.1k 108.41
2016-12-31 $335k 3.3k 102.45

More positions owned by Clear Perspective Advisors

Spdr Ser Tr Portfolio S&p 500 Etf Portfolio S&p500 (SPLG)
Schwab Strategic Tr Us Dividend Equity Etf Us Dividend Eq (SCHD)
First Tr Low Duration Opportunities Etf Fst Low Oppt Eft (LMBS)
Vanguard Index Fds S&p 500 Etf Shs New (VOO)
Rbb Fd Inc Motley Fool 100 Index Etf Motley Fol Etf (TMFC)
Apple (AAPL)
Berkshire Hathaway Inc Del Cl B Cl B New (BRK.B)
Microsoft Corporation (MSFT)
Alphabet Inc-cl C CL C (GOOG)
Vanguard Mun Bd Fds Tax-exempt Bd Index Fd Etf Tax Exempt Bd (VTEB)
Amazon (AMZN)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Vanguard Growth Etf Growth Etf (VUG)
Ishares Tr Core S&p Mid-cap Etf Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p Small-cap Etf Core S&p Scp Etf (IJR)

View all positions for Clear Perspective Advisors

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
Life Planning Partners
FMR
Johnson Financial
Envestnet Asset Management
Wells Fargo & Company
Balentine

View all funds holding Vanguard Large-Cap ETF