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Vanguard Large-Cap ETF shares owned by Evelyn Partners Investment Management

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

Historical chart of Evelyn Partners Investment 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 Evelyn Partners Investment 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 Evelyn Partners Investment Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $95k 310 307.86
2025-06-30 $88k 310 285.30

More positions owned by Evelyn Partners Investment Management

CRH Ord (CRH)
First Tr Exchange-traded Wtr Etf (FIW)
Spdr Gold Tr Gold Shs (GLD)
Ishares Msci World Etf (URTH)
Microsoft Corporation (MSFT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard World Inf Tech Etf (VGT)
Spdr Series Trust S&p Divid Etf (SDY)
Alphabet Cap Stk Cl A (GOOGL)
Mastercard Incorporated Cl A (MA)
Apple (AAPL)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Amazon (AMZN)
Blackstone Group Inc Com Cl A (BX)

View all positions for Evelyn Partners Investment 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