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Vanguard Large-Cap ETF shares owned by Heritage Family Offices

Quarter-by-quarter ownership of Vanguard Large-Cap ETF (VV) shares owned by Heritage Family Offices from 13F filings

Historical chart of Heritage Family Offices investment in Vanguard Large-Cap ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Large-Cap ETF held by Heritage Family Offices consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Large-Cap ETF by Heritage Family Offices

Quarter filed Position value Share count Share price at filing
2026-03-31 $250k 837 298.85

More positions owned by Heritage Family Offices

Ishares Tr Rusel 2500 Etf (SMMD)
Spdr Index Shs Fds State Street Spd (SPEM)
Ishares Tr Msci Eafe Etf (EFA)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Broad Usd High (USHY)
Ishares Tr Core S&p500 Etf (IVV)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Apple (AAPL)
Ishares Tr Core Us Aggbd Et (AGG)
Schwab Strategic Tr Us Aggregate B (SCHZ)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Grayscale Bitcoin Mini Tr Et Shs New (BTC)
Spdr Series Trust State Street Spd (SPYM)

View all positions for Heritage Family Offices

Top funds holding Vanguard Large-Cap ETF

Jones Financial Companies, L.L
Creative Planning
National Mutual Insurance Federation of Agricultural Cooperatives
UBS Group
Vanguard Global Advisers
Vanguard Group
Northwestern Mutual Wealth Management Company
Bank of America Corporation
Morgan Stanley
Johnson Financial
Pnc Financial Services
Charles Schwab Investment Management
FMR
Envestnet Asset Management
Wells Fargo & Company

View all funds holding Vanguard Large-Cap ETF