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Vanguard Large-Cap ETF shares owned by Opes Wealth Management

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

Historical chart of Opes 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 Opes Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Large-Cap ETF by Opes Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $337k 1.1k 307.86
2025-06-30 $312k 1.1k 285.30
2024-03-31 $291k 1.2k 239.76

More positions owned by Opes Wealth Management

Apple (AAPL)
Schwab Strategic Tr Fundamental Intl (FNDF)
Ishares Tr Calif Mun Bd Etf (CMF)
Gilead Sciences (GILD)
Schwab Strategic Tr Fundamental Us B (FNDB)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Ishares Tr Core Total Usd (IUSB)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Fundamental Us L (FNDX)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Ishares Tr Msci Usa Mmentm (MTUM)
Dimensional Etf Trust Emerging Mkts Va (DFEV)
Ishares Tr Core Us Aggbd Et (AGG)

View all positions for Opes 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
Morgan Stanley
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

View all funds holding Vanguard Large-Cap ETF