Cyndeo Wealth Partners »

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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

Quarter filed Position value Share count Share price at filing
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)
Ishares Tr Core Us Aggbd Et (AGG)
Amazon (AMZN)
Abbvie (ABBV)
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)
Apple (AAPL)
Broadcom (AVGO)
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC)
Abbott Laboratories (ABT)
Ishares Tr Tips Bd Etf (TIP)
First Tr Exchange-traded Senior Ln Fd (FTSL)
First Tr Exchng Traded Fd Vi Tcw Uncontrai (UCON)
Principal Exchange Traded Active High Yl (YLD)
Ishares Tr 0-5 Yr Tips Etf (STIP)
JPMorgan Chase & Co. (JPM)

View all positions for Cyndeo Wealth Partners

Top funds holding Vanguard Large-Cap ETF

Creative Planning
National Mutual Insurance Federation of Agricultural Cooperatives
Bank of America Corporation
Vanguard Group
UBS Group
Pnc Financial Services
Johnson Financial
Wells Fargo & Company
Axxcess Wealth Management
Capital Asset Advisory Services
Samlyn Capital
Moneta Group Investment Advisors
Pathstone Holdings
Wealthfront Advisers
Wealthquest

View all funds holding Vanguard Large-Cap ETF