Vanguard Large-Cap ETF shares owned by Financial Synergies Wealth Advisors
Quarter-by-quarter ownership of Vanguard Large-Cap ETF (VV) shares owned by Financial Synergies Wealth Advisors
from 13F filings
Historical chart of Financial Synergies Wealth Advisors investment in Vanguard Large-Cap ETF
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Quarterly reported holdings in Vanguard Large-Cap ETF by Financial Synergies Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $323k | 1.0k | 308.00 |
| 2025-06-30 | $302k | 1.1k | 285.42 |
| 2025-03-31 | $279k | 1.1k | 257.13 |
| 2024-03-31 | $188k | 782 | 239.73 |
| 2023-12-31 | $140k | 802 | 174.16 |
| 2023-09-30 | $161k | 820 | 195.70 |
| 2023-06-30 | $166k | 819 | 202.74 |
| 2023-03-31 | $150k | 805 | 186.78 |
| 2022-12-31 | $140k | 802 | 174.16 |
| 2022-09-30 | $124k | 755 | 163.59 |
| 2022-06-30 | $138k | 800 | 172.29 |
| 2020-09-30 | $349k | 2.2k | 156.42 |
| 2020-06-30 | $589k | 4.1k | 143.01 |
| 2020-03-31 | $361k | 3.0k | 118.44 |
More positions owned by Financial Synergies Wealth Advisors
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