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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

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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
2025-09-30 $283k 920 307.86
2025-06-30 $263k 920 285.30
2025-03-31 $237k 920 257.03
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

Ishares Tr Msci Usa Qlt Fct (QUAL)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Growth Etf (VUG)
Ishares Core Msci Emkt (IEMG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Small Cp Etf (VB)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Raytheon Technologies Corp (RTX)

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
Morgan Stanley
Northwestern Mutual Wealth Management Company
UBS Group
Pnc Financial Services
Charles Schwab Investment Management
Johnson Financial
FMR
Wells Fargo & Company
Envestnet Asset Management
Moneta Group Investment Advisors
Wealthquest

View all funds holding Vanguard Large-Cap ETF