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Vanguard Large-Cap ETF shares owned by Sonoma Private Wealth

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

Historical chart of Sonoma Private Wealth investment in Vanguard Large-Cap ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Large-Cap ETF held by Sonoma Private Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Large-Cap ETF by Sonoma Private Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $255k 828 307.86
2025-06-30 $236k 828 285.30
2025-03-31 $213k 828 257.03

More positions owned by Sonoma Private Wealth

Microsoft Corporation (MSFT)
Ishares Tr 0-3 Mnth Treasry (SGOV)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Sprott Asset Management Physical Gold Tr (PHYS)
Sprott Asset Management Physical Gold An (CEF)
Ishares Tr S&p 500 Val Etf (IVE)
Invesco Currencyshares Swiss Swiss Franc (FXF)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Vanguard Index Fds Value Etf (VTV)
At&t (T)
Alphabet Cap Stk Cl A (GOOGL)
Johnson & Johnson (JNJ)
Ishares Tr Msci Acwi Etf (ACWI)

View all positions for Sonoma Private Wealth

Top funds holding Vanguard Large-Cap ETF

Jones Financial Companies, L.L
Creative Planning
National Mutual Insurance Federation of Agricultural Cooperatives
Vanguard Group
Morgan Stanley
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

View all funds holding Vanguard Large-Cap ETF