Vanguard Large-Cap ETF shares owned by JFS Wealth Advisors
Quarter-by-quarter ownership of Vanguard Large-Cap ETF (VV) shares owned by JFS Wealth Advisors
from 13F filings
Historical chart of JFS Wealth Advisors investment in Vanguard Large-Cap ETF
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Quarterly reported holdings in Vanguard Large-Cap ETF by JFS Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $4.2M | 18k | 239.76 |
| 2023-12-31 | $3.3M | 15k | 218.15 |
| 2023-09-30 | $3.0M | 15k | 195.69 |
| 2023-06-30 | $5.1M | 25k | 202.72 |
| 2023-03-31 | $4.7M | 25k | 186.81 |
| 2022-12-31 | $4.4M | 25k | 174.20 |
| 2022-09-30 | $4.1M | 25k | 163.56 |
| 2022-06-30 | $4.3M | 25k | 172.36 |
| 2022-03-31 | $5.2M | 25k | 208.47 |
| 2021-12-31 | $5.5M | 25k | 221.02 |
| 2021-09-30 | $4.4M | 22k | 200.89 |
| 2021-06-30 | $1.9M | 9.2k | 200.80 |
| 2021-03-31 | $122k | 660 | 184.85 |
| 2020-12-31 | $97k | 552 | 175.72 |
| 2020-09-30 | $86k | 548 | 156.93 |
| 2020-06-30 | $78k | 546 | 142.86 |
| 2020-03-31 | $64k | 543 | 117.86 |
| 2019-12-31 | $80k | 543 | 147.33 |
| 2019-09-30 | $74k | 540 | 137.04 |
| 2019-06-30 | $72k | 535 | 134.58 |
| 2019-03-31 | $69k | 532 | 129.70 |
| 2018-12-31 | $61k | 532 | 114.66 |
| 2018-09-30 | $70k | 527 | 132.83 |
| 2018-06-30 | $66k | 527 | 125.24 |
| 2018-03-31 | $70k | 574 | 121.95 |
| 2017-12-31 | $70k | 572 | 122.38 |
| 2017-09-30 | $66k | 569 | 115.99 |
| 2017-06-30 | $63k | 566 | 111.31 |
| 2017-03-31 | $61k | 596 | 102.35 |
| 2016-12-31 | $61k | 596 | 102.35 |
| 2016-09-30 | $59k | 593 | 99.49 |
| 2016-06-30 | $59k | 611 | 96.56 |
| 2016-03-31 | $57k | 609 | 93.60 |
| 2015-12-31 | $57k | 606 | 94.06 |
| 2015-09-30 | $53k | 599 | 88.48 |
| 2015-06-30 | $57k | 597 | 95.48 |
| 2015-03-31 | $57k | 594 | 95.96 |
| 2014-12-31 | $66k | 704 | 93.75 |
| 2014-09-30 | $93k | 1.0k | 90.47 |
| 2014-06-30 | $92k | 1.0k | 89.76 |
| 2014-03-31 | $1.5M | 17k | 86.02 |
| 2013-12-31 | $3.0M | 36k | 84.79 |
| 2013-09-30 | $2.9M | 37k | 77.33 |
| 2013-06-30 | $3.0M | 40k | 73.41 |