Vanguard Large-Cap ETF shares owned by MAI Wealth Advisors
Quarter-by-quarter ownership of Vanguard Large-Cap ETF (VV) shares owned by MAI Wealth Advisors
from 13F filings
Historical chart of MAI Wealth Advisors investment in Vanguard Large-Cap ETF
Tip: Access up to 7 years of quarterly data
All positions including Vanguard Large-Cap ETF held by MAI Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Vanguard Large-Cap ETF by MAI Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $14M | 45k | 314.80 |
| 2025-09-30 | $14M | 45k | 307.86 |
| 2025-06-30 | $13M | 45k | 285.30 |
| 2025-03-31 | $11M | 44k | 257.03 |
| 2024-12-31 | $12M | 45k | 269.70 |
| 2024-09-30 | $11M | 43k | 263.29 |
| 2024-06-30 | $9.8M | 40k | 249.62 |
| 2024-03-31 | $9.8M | 41k | 239.76 |
| 2023-12-31 | $5.9M | 27k | 218.15 |
| 2023-09-30 | $5.4M | 27k | 195.69 |
| 2023-06-30 | $5.6M | 28k | 202.72 |
| 2023-03-31 | $5.2M | 28k | 186.81 |
| 2022-12-31 | $5.0M | 29k | 174.20 |
| 2022-09-30 | $5.0M | 30k | 163.54 |
| 2022-06-30 | $4.8M | 28k | 172.37 |
| 2022-03-31 | $6.0M | 29k | 208.50 |
| 2021-12-31 | $6.1M | 28k | 221.01 |
| 2021-09-30 | $1.8M | 8.8k | 200.91 |
| 2021-06-30 | $2.4M | 12k | 200.74 |
| 2021-03-31 | $2.3M | 13k | 185.32 |
| 2020-12-31 | $2.1M | 12k | 175.77 |
| 2020-09-30 | $2.0M | 13k | 156.45 |
| 2020-06-30 | $1.8M | 13k | 142.98 |
| 2020-03-31 | $1.4M | 12k | 118.47 |
| 2019-12-31 | $825k | 5.6k | 147.85 |
| 2019-09-30 | $704k | 5.2k | 136.35 |