Retirement Capital Strategies »

Vanguard Large-Cap ETF shares owned by Retirement Capital Strategies

Quarter-by-quarter ownership of Vanguard Large-Cap ETF (VV) shares owned by Retirement Capital Strategies from 13F filings

Historical chart of Retirement Capital Strategies investment in Vanguard Large-Cap ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Large-Cap ETF held by Retirement Capital Strategies 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 Retirement Capital Strategies

Quarter filed Position value Share count Share price at filing
2024-09-30 $567k 2.2k 263.25
2024-03-31 $231k 964 239.76
2023-12-31 $1.5M 6.9k 218.16
2023-09-30 $1.2M 6.1k 195.69
2023-06-30 $1.2M 5.8k 202.72

More positions owned by Retirement Capital Strategies

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Ser Tr S&p 500 Esg Etf (EFIV)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core Total Usd (IUSB)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Vanguard Bd Index Fds Intermed Term (BIV)
Ishares Tr Esg Adv Ttl Usd (EUSB)
Vanguard World Esg Us Stk Etf (ESGV)
Apple (AAPL)
Ishares Tr 10-20 Yr Trs Etf (TLH)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
3M Company (MMM)
Ishares Tr Focusd Val Fac (FOVL)
Ishares Tr Msci Usa Min Vol (USMV)

View all positions for Retirement Capital Strategies

Top funds holding Vanguard Large-Cap ETF

Jones Financial Companies, L.L
Creative Planning
National Mutual Insurance Federation of Agricultural Cooperatives
Vanguard Group
Bank of America Corporation
Charles Schwab Investment Management
Morgan Stanley
Northwestern Mutual Wealth Management Company
Pnc Financial Services
Johnson Financial
Envestnet Asset Management
Wells Fargo & Company
Balentine
Axxcess Wealth Management
Capital Asset Advisory Services

View all funds holding Vanguard Large-Cap ETF