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Vanguard Large-Cap ETF shares owned by Connecticut Wealth Management

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

Historical chart of Connecticut 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 Connecticut 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 Connecticut Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $284k 1.1k 263.29
2024-06-30 $286k 1.1k 249.62
2024-03-31 $312k 1.3k 239.76
2023-12-31 $293k 1.3k 218.15
2023-09-30 $263k 1.3k 195.69
2023-06-30 $337k 1.7k 202.72
2023-03-31 $431k 2.3k 186.81
2022-12-31 $402k 2.3k 174.20
2022-09-30 $381k 2.3k 163.73
2022-06-30 $1.0M 6.0k 172.31
2022-03-31 $1.3M 6.2k 208.43
2021-12-31 $1.4M 6.2k 221.06
2021-09-30 $1.2M 6.2k 200.84
2021-06-30 $1.3M 6.3k 200.73
2021-03-31 $1.2M 6.5k 185.24
2020-12-31 $1.2M 6.8k 175.82
2020-09-30 $1.1M 6.9k 156.43
2020-06-30 $1.0M 7.2k 142.96
2020-03-31 $846k 7.1k 118.37
2019-12-31 $1.1M 7.5k 147.82
2019-09-30 $1.1M 7.8k 136.32
2019-06-30 $1.1M 8.0k 134.74
2019-03-31 $1.1M 8.1k 129.85
2018-12-31 $965k 8.4k 114.88
2018-09-30 $1.1M 8.3k 133.96
2018-06-30 $1.1M 8.6k 125.09
2018-03-31 $1.0M 8.5k 118.42
2017-12-31 $1.1M 9.1k 125.85
2017-09-30 $1.1M 9.8k 116.69
2017-06-30 $1.1M 10k 111.26
2017-03-31 $1.3M 12k 107.66
2016-12-31 $1.4M 13k 104.05
2016-09-30 $1.3M 13k 98.41

More positions owned by Connecticut Wealth Management

Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Index Fds Small Cp Etf (VOT)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Ishares Core Msci Emkt (IEMG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
Ishares Tr Cohen Steer Reit (ICF)

View all positions for Connecticut 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
UBS Group
Pnc Financial Services
Life Planning Partners
FMR
Johnson Financial
Wells Fargo & Company
Envestnet Asset Management

View all funds holding Vanguard Large-Cap ETF