Iams Wealth Management »

Vanguard Large-Cap ETF shares owned by Iams Wealth Management

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

Historical chart of Iams Wealth 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 Iams Wealth Management 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 Iams Wealth Management

Quarter filed Position value Share count Share price at filing
2023-09-30 $658k 3.4k 195.73
2023-06-30 $1.4M 6.9k 200.33
2023-03-31 $688k 3.7k 184.30

More positions owned by Iams Wealth Management

Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Series Trust State Street Spd (BIL)
Microsoft Corporation (MSFT)
First Tr Exchange-traded Core Investment (FTCB)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Amazon (AMZN)
United Parcel Service CL B (UPS)
Vaneck Etf Trust Fallen Angel Hg (ANGL)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFQ)
Meta Platforms Cl A (META)
First Tr Exchange Traded Nasd Tech Div (TDIV)

View all positions for Iams Wealth Management

Top funds holding Vanguard Large-Cap ETF

Jones Financial Companies, L.L
Creative Planning
National Mutual Insurance Federation of Agricultural Cooperatives
Vanguard Group
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
Tiaa Trust, National Association

View all funds holding Vanguard Large-Cap ETF