Vanguard Large-Cap ETF shares owned by Holistic Planning
Quarter-by-quarter ownership of Vanguard Large-Cap ETF (VV) shares owned by Holistic Planning
from 13F filings
Historical chart of Holistic Planning investment in Vanguard Large-Cap ETF
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Quarterly reported holdings in Vanguard Large-Cap ETF by Holistic Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.1M | 6.8k | 307.88 |
| 2025-06-30 | $2.0M | 7.0k | 285.30 |
| 2025-03-31 | $1.7M | 6.7k | 257.03 |
| 2024-12-31 | $1.9M | 6.9k | 269.70 |
| 2024-09-30 | $1.9M | 7.2k | 263.29 |
| 2024-06-30 | $1.3M | 5.4k | 239.76 |
| 2024-03-31 | $1.3M | 5.4k | 239.76 |