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Vanguard Large-Cap ETF shares owned by Keystone Wealth Services

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

Historical chart of Keystone Wealth Services investment in Vanguard Large-Cap ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Large-Cap ETF held by Keystone Wealth Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Large-Cap ETF by Keystone Wealth Services

Quarter filed Position value Share count Share price at filing
2024-09-30 $640k 2.4k 263.30
2024-06-30 $606k 2.4k 249.66
2024-03-31 $583k 2.4k 239.80
2023-12-31 $578k 2.6k 218.13
2023-09-30 $480k 2.5k 195.70

More positions owned by Keystone Wealth Services

Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Microsoft Corporation (MSFT)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUN)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Costco Wholesale Corporation (COST)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAY)
NVIDIA Corporation (NVDA)
Exxon Mobil Corporation (XOM)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
ConocoPhillips (COP)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAR)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FSEP)

View all positions for Keystone Wealth Services

Top funds holding Vanguard Large-Cap ETF

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

View all funds holding Vanguard Large-Cap ETF