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Vanguard Large-Cap ETF shares owned by Essex Private Wealth Management

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

Historical chart of Essex Private 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 Essex Private 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 Essex Private Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $677k 2.8k 239.76
2023-12-31 $616k 2.8k 218.15
2023-09-30 $553k 2.8k 195.69
2023-06-30 $573k 2.8k 202.72
2023-03-31 $528k 2.8k 186.81
2022-12-31 $492k 2.8k 174.20
2022-09-30 $418k 2.6k 163.66
2022-06-30 $440k 2.6k 172.28
2022-03-31 $532k 2.6k 208.30
2021-12-31 $564k 2.6k 220.83
2021-09-30 $513k 2.6k 200.86
2021-06-30 $513k 2.6k 200.86
2021-03-31 $473k 2.6k 185.20
2020-12-31 $448k 2.6k 175.41
2020-09-30 $399k 2.6k 156.23
2020-06-30 $365k 2.6k 142.91
2020-03-31 $302k 2.6k 118.25
2019-12-31 $377k 2.6k 147.61

More positions owned by Essex Private Wealth Management

Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core High Dv Etf (HDV)
Ishares Tr Core S&p Scp Etf (IJR)
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Vanguard World Health Car Etf (VHT)
Select Sector Spdr Tr Sbi Cons Discr (XLY)
Ishares Tr Exponential Tech (XT)
Fidelity Covington Trust Enhanced Large (FELV)
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Large Cap Etf (VV)
Vanguard Index Fds Value Etf (VTV)

View all positions for Essex Private Wealth Management

Top funds holding Vanguard Large-Cap ETF

Creative Planning
National Mutual Insurance Federation of Agricultural Cooperatives
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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