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Vanguard Large-Cap ETF shares owned by Values Added Financial

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

Historical chart of Values Added 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 Values Added Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Large-Cap ETF by Values Added Financial

Quarter filed Position value Share count Share price at filing
2024-03-31 $672k 2.8k 239.76
2023-12-31 $611k 2.8k 218.15
2023-09-30 $991k 5.1k 195.69
2023-06-30 $1.0M 5.1k 202.72

More positions owned by Values Added Financial

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Tcw Transform Etf Trust Transfrm 500 Etf (VOTE)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Apple (AAPL)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Index Fds Extend Mkt Etf (VXF)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)

View all positions for Values Added Financial

Top funds holding Vanguard Large-Cap ETF

Creative Planning
National Mutual Insurance Federation of Agricultural Cooperatives
Vanguard Group
Bank of America Corporation
UBS Group
Pnc Financial Services
Charles Schwab Investment Management
Johnson Financial
Wells Fargo & Company
Axxcess Wealth Management
Capital Asset Advisory Services
Tiaa Trust, National Association
Samlyn Capital
Moneta Group Investment Advisors
Pathstone Holdings

View all funds holding Vanguard Large-Cap ETF