Compass Ion Advisors »

Vanguard Large-Cap ETF shares owned by Compass Ion Advisors

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

Historical chart of Compass Ion 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 Compass Ion 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 Compass Ion Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $877k 3.3k 263.29
2024-06-30 $798k 3.3k 239.76
2024-03-31 $798k 3.3k 239.76
2023-12-31 $820k 3.8k 218.15
2023-09-30 $735k 3.8k 195.69

More positions owned by Compass Ion Advisors

Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr Core Total Usd (IUSB)
Ea Series Trust Alpha Arch 1-3 (BOXX)
Ishares Tr Core Div Grwth (DGRO)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Etf Ser Solutions Aptus Collrd Inv (ACIO)
Etf Ser Solutions Aptus Defined (DRSK)
Microstrategy Cl A New (MSTR)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
NVIDIA Corporation (NVDA)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds Sm Cp Val Etf (VBR)

View all positions for Compass Ion 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
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