FSM Wealth Advisors »

Vanguard Large-Cap ETF shares owned by FSM Wealth Advisors

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

Historical chart of FSM Wealth Advisors investment in Vanguard Large-Cap ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Large-Cap ETF held by FSM Wealth Advisors 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 FSM Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.3M 4.1k 307.83
2025-06-30 $1.0M 3.5k 286.42
2025-03-31 $903k 3.5k 257.03
2024-12-31 $955k 3.5k 272.63
2024-09-30 $349k 1.3k 263.29