Vanguard Large-Cap ETF shares owned by TruWealth Advisors
Quarter-by-quarter ownership of Vanguard Large-Cap ETF (VV) shares owned by TruWealth Advisors
from 13F filings
Historical chart of TruWealth Advisors investment in Vanguard Large-Cap ETF
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Quarterly reported holdings in Vanguard Large-Cap ETF by TruWealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $620k | 2.0k | 307.93 |
| 2025-06-30 | $574k | 2.0k | 285.35 |
| 2025-03-31 | $518k | 2.0k | 257.07 |
| 2024-12-31 | $543k | 2.0k | 269.70 |
| 2024-09-30 | $529k | 2.0k | 263.25 |
| 2024-06-30 | $501k | 2.0k | 249.67 |
| 2024-03-31 | $482k | 2.0k | 239.80 |
| 2023-12-31 | $438k | 2.0k | 218.16 |
| 2023-09-30 | $289k | 1.5k | 195.63 |
| 2023-06-30 | $299k | 1.5k | 202.74 |
| 2023-03-31 | $284k | 1.5k | 186.80 |
| 2022-12-31 | $251k | 1.4k | 174.24 |
| 2022-09-30 | $224k | 1.4k | 163.74 |
| 2022-06-30 | $222k | 1.3k | 172.09 |
| 2022-03-31 | $223k | 1.1k | 208.22 |