Vanguard Large-Cap ETF shares owned by Valeo Financial Advisors
Quarter-by-quarter ownership of Vanguard Large-Cap ETF (VV) shares owned by Valeo Financial Advisors
from 13F filings
Historical chart of Valeo Financial Advisors investment in Vanguard Large-Cap ETF
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Quarterly reported holdings in Vanguard Large-Cap ETF by Valeo Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $8.5M | 28k | 307.86 |
| 2025-06-30 | $7.9M | 28k | 285.30 |
| 2025-03-31 | $617k | 2.4k | 257.01 |
| 2024-12-31 | $854k | 3.2k | 269.70 |
| 2024-09-30 | $700k | 2.7k | 263.29 |
| 2024-06-30 | $592k | 2.4k | 249.62 |
| 2024-03-31 | $569k | 2.4k | 239.76 |
| 2023-12-31 | $456k | 2.1k | 218.15 |
| 2023-09-30 | $387k | 2.0k | 195.69 |
| 2023-06-30 | $388k | 1.9k | 202.72 |
| 2023-03-31 | $358k | 1.9k | 186.81 |
| 2022-12-31 | $364k | 2.1k | 174.20 |
| 2022-09-30 | $710k | 4.3k | 163.52 |
| 2022-06-30 | $284k | 1.6k | 172.23 |
| 2022-03-31 | $344k | 1.6k | 208.61 |
| 2021-12-31 | $372k | 1.7k | 220.90 |
| 2021-03-31 | $158k | 851 | 185.66 |
| 2020-12-31 | $150k | 851 | 176.26 |
| 2020-09-30 | $128k | 816 | 156.86 |
| 2020-06-30 | $153k | 24k | 6.51 |
| 2020-03-31 | $260k | 2.0k | 128.02 |
| 2019-12-31 | $23k | 157 | 146.50 |
| 2019-09-30 | $21k | 157 | 133.76 |
| 2019-06-30 | $8.0k | 59 | 135.59 |
| 2019-03-31 | $8.0k | 59 | 135.59 |
| 2018-12-31 | $7.0k | 59 | 118.64 |
| 2018-09-30 | $7.0k | 59 | 118.64 |
| 2018-06-30 | $8.0k | 59 | 135.59 |
| 2018-03-31 | $7.0k | 59 | 118.64 |
| 2017-12-31 | $76k | 620 | 122.58 |