Swp Financial »

Vanguard Large-Cap ETF shares owned by Swp Financial

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

Historical chart of Swp Financial investment in Vanguard Large-Cap ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Large-Cap ETF held by Swp Financial 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 Swp Financial

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.8M 14k 263.29
2024-06-30 $3.6M 15k 249.62
2024-03-31 $3.3M 14k 239.76
2023-12-31 $2.7M 12k 218.15

More positions owned by Swp Financial

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core Msci Eafe (IEFA)
Apple (AAPL)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Bd Index Fds Intermed Term (BIV)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Spdr Ser Tr Portfli High Yld (SPHY)
Vanguard Index Fds Large Cap Etf (VV)
Ishares Tr S&p 500 Grwt Etf (IVW)

View all positions for Swp Financial

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