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Vanguard Large-Cap ETF shares owned by Triad Wealth Partners

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

Historical chart of Triad Wealth Partners investment in Vanguard Large-Cap ETF

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Large-Cap ETF by Triad Wealth Partners

Quarter filed Position value Share count Share price at filing
2026-03-31 $632k 2.1k 298.91

More positions owned by Triad Wealth Partners

Ishares Tr S&p 500 Val Etf (IVE)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr S&p 500 Grwt Etf (IVW)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Blackrock Etf Trust Ishares Intl Ctr (CORO)
Ishares Tr Us Treas Bd Etf (GOVT)
Blackrock Etf Trust Ishares Us Equit (DYNF)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
NVIDIA Corporation (NVDA)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Mbs Etf (MBB)
Apple (AAPL)
Blackrock Etf Trust Ishares A I Inno (BAI)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Blackrock Etf Trust Ishares Us Thema (THRO)

View all positions for Triad Wealth Partners

Top funds holding Vanguard Large-Cap ETF

Jones Financial Companies, L.L
Creative Planning
National Mutual Insurance Federation of Agricultural Cooperatives
UBS Group
Vanguard Global Advisers
Vanguard Group
Northwestern Mutual Wealth Management Company
Johnson Financial
Pnc Financial Services
Charles Schwab Investment Management
FMR
Envestnet Asset Management
Wells Fargo & Company
Moneta Group Investment Advisors
Wealthquest

View all funds holding Vanguard Large-Cap ETF