Vanguard Large-Cap ETF shares owned by Lodestone Wealth Management
Quarter-by-quarter ownership of Vanguard Large-Cap ETF (VV) shares owned by Lodestone Wealth Management
from 13F filings
Historical chart of Lodestone Wealth Management investment in Vanguard Large-Cap ETF
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Quarterly reported holdings in Vanguard Large-Cap ETF by Lodestone Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.5M | 4.8k | 307.86 |
| 2025-06-30 | $1.4M | 4.8k | 285.28 |
| 2025-03-31 | $1.2M | 4.8k | 257.02 |
| 2024-12-31 | $1.3M | 4.8k | 269.70 |
| 2024-09-30 | $1.3M | 4.7k | 263.27 |
| 2024-06-30 | $1.2M | 4.7k | 249.64 |
| 2024-03-31 | $1.1M | 4.7k | 239.78 |
| 2023-12-31 | $1.0M | 4.7k | 218.16 |
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