Vanguard Large-Cap ETF shares owned by Sax Wealth Advisors
Quarter-by-quarter ownership of Vanguard Large-Cap ETF (VV) shares owned by Sax Wealth Advisors
from 13F filings
Historical chart of Sax 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 Sax Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Vanguard Large-Cap ETF by Sax Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.3M | 14k | 307.85 |
| 2025-06-30 | $4.6M | 16k | 285.30 |
| 2024-12-31 | $873k | 3.2k | 269.73 |
| 2024-09-30 | $935k | 3.5k | 263.31 |
| 2024-06-30 | $567k | 2.3k | 249.65 |
| 2024-03-31 | $462k | 1.9k | 239.80 |
| 2023-12-31 | $413k | 1.9k | 218.19 |
| 2023-09-30 | $371k | 1.9k | 195.72 |
| 2023-06-30 | $384k | 1.9k | 202.75 |
| 2023-03-31 | $354k | 1.9k | 186.84 |
| 2022-12-31 | $299k | 1.7k | 174.23 |
| 2022-09-30 | $308k | 1.9k | 163.74 |
| 2022-06-30 | $324k | 1.9k | 172.25 |
| 2022-03-31 | $601k | 2.9k | 208.61 |
| 2021-12-31 | $637k | 2.9k | 221.10 |
| 2021-09-30 | $579k | 2.9k | 200.97 |
| 2021-06-30 | $345k | 1.7k | 200.81 |
| 2021-03-31 | $318k | 1.7k | 185.10 |
| 2020-12-31 | $302k | 1.7k | 175.79 |