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Vanguard Large-Cap ETF shares owned by Pensionmark Financial Group

Quarter-by-quarter ownership of Vanguard Large-Cap ETF (VV) shares owned by Pensionmark Financial Group from 13F filings

Historical chart of Pensionmark Financial Group investment in Vanguard Large-Cap ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Large-Cap ETF held by Pensionmark Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Large-Cap ETF by Pensionmark Financial Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $6.8M 26k 263.29
2024-06-30 $6.3M 25k 249.62
2024-03-31 $494k 2.1k 239.71
2023-12-31 $364k 1.7k 218.16
2023-09-30 $325k 1.7k 195.74
2023-06-30 $338k 1.7k 202.71
2023-03-31 $311k 1.7k 186.86
2022-12-31 $349k 2.0k 174.17
2022-09-30 $1.3M 7.8k 163.55
2022-06-30 $1.5M 7.7k 189.84
2022-03-31 $1.6M 7.9k 208.55
2021-12-31 $1.6M 7.9k 207.82
2021-09-30 $1.7M 8.5k 200.88
2021-06-30 $2.2M 11k 200.73
2021-03-31 $2.1M 11k 190.94
2020-12-31 $2.2M 12k 185.43
2020-09-30 $235k 1.5k 156.35