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Vanguard Large-Cap ETF shares owned by Portland Financial Advisors

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

Historical chart of Portland Financial 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 Portland Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Large-Cap ETF by Portland Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $621k 2.0k 314.80
2025-09-30 $679k 2.2k 307.86
2025-06-30 $629k 2.2k 285.30
2025-03-31 $567k 2.2k 257.03

More positions owned by Portland Financial Advisors

Vanguard Index Fds Mid Cap Etf (VO)
Wisdomtree Tr Floatng Rat Trea (USFR)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Omega Healthcare Investors (OHI)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Whitehall Fds High Div Yld (VYM)
Spdr Series Trust State Street Spd (SPSB)
Ishares Msci Gbl Min Vol (ACWV)
Spdr Series Trust State Street Spd (FLRN)
Spdr Series Trust State Street Spd (LGLV)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
Spdr Series Trust State Street Spd (CWB)
Berkshire Hathaway Inc Del Cl A (BRK.A)

View all positions for Portland Financial Advisors

Top funds holding Vanguard Large-Cap ETF

Jones Financial Companies, L.L
Creative Planning
National Mutual Insurance Federation of Agricultural Cooperatives
Vanguard Group
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
Tiaa Trust, National Association

View all funds holding Vanguard Large-Cap ETF