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Vanguard Large-Cap ETF shares owned by Cyndeo Wealth Partners

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

Historical chart of Cyndeo Wealth Partners investment in Vanguard Large-Cap ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Large-Cap ETF held by Cyndeo Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Large-Cap ETF by Cyndeo Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.7M 6.4k 263.29
2024-06-30 $1.6M 6.6k 249.62
2024-03-31 $1.5M 6.4k 239.76
2023-12-31 $1.4M 6.4k 218.15
2023-09-30 $1.4M 6.9k 195.69

More positions owned by Cyndeo Wealth Partners

Microsoft Corporation (MSFT)
Apple (AAPL)
Amazon (AMZN)
Abbvie (ABBV)
NVIDIA Corporation (NVDA)
Broadcom (AVGO)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)
Abbott Laboratories (ABT)
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC)
Alphabet Cap Stk Cl A (GOOGL)
Principal Exchange Traded Active High Yl (YLD)
UnitedHealth (UNH)
Meta Platforms Cl A (META)
First Tr Exchange-traded Senior Ln Fd (FTSL)

View all positions for Cyndeo Wealth Partners

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