Primoris Wealth Advisors »

Vanguard Large-Cap ETF shares owned by Primoris Wealth Advisors

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

Historical chart of Primoris 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 Primoris Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Vanguard Large-Cap ETF by Primoris Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $756k 3.2k 239.76
2023-12-31 $688k 3.2k 218.15

More positions owned by Primoris Wealth Advisors

Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Fidelity Covington Trust Msci Info Tech I (FTEC)
Meta Platforms Cl A (META)
Amazon (AMZN)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Ishares Tr Rus 2000 Grw Etf (IWO)
Lockheed Martin Corporation (LMT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Lam Research Corporation (LRCX)
Clorox Company (CLX)
Ishares Tr Msci India Sm Cp (SMIN)
Microsoft Corporation (MSFT)
Boeing Company (BA)
Alphabet Cap Stk Cl C (GOOG)

View all positions for Primoris Wealth Advisors

Top funds holding Vanguard Large-Cap ETF

Creative Planning
National Mutual Insurance Federation of Agricultural Cooperatives
Bank of America Corporation
Vanguard Group
UBS Group
Pnc Financial Services
Johnson Financial
Wells Fargo & Company
Axxcess Wealth Management
Capital Asset Advisory Services
Samlyn Capital
Moneta Group Investment Advisors
Pathstone Holdings
Wealthfront Advisers
Wealthquest

View all funds holding Vanguard Large-Cap ETF