Vanguard Large-Cap ETF shares owned by Waller Financial Planning Group
Quarter-by-quarter ownership of Vanguard Large-Cap ETF (VV) shares owned by Waller Financial Planning Group
from 13F filings
Historical chart of Waller Financial Planning Group investment in Vanguard Large-Cap ETF
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Quarterly reported holdings in Vanguard Large-Cap ETF by Waller Financial Planning Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $280k | 909 | 308.00 |
| 2025-06-30 | $259k | 909 | 285.20 |
| 2025-03-31 | $229k | 891 | 256.94 |
| 2024-12-31 | $240k | 890 | 269.65 |
| 2024-09-30 | $234k | 888 | 263.40 |
| 2024-06-30 | $222k | 888 | 249.50 |
| 2024-03-31 | $213k | 888 | 239.64 |
| 2022-12-31 | $200k | 1.1k | 174.22 |
| 2022-06-30 | $205k | 1.2k | 171.98 |
| 2022-03-31 | $335k | 1.6k | 208.20 |
| 2021-12-31 | $355k | 1.6k | 220.77 |
| 2021-09-30 | $323k | 1.6k | 200.87 |
| 2021-06-30 | $386k | 1.9k | 200.83 |
| 2021-03-31 | $356k | 1.9k | 185.32 |
| 2020-12-31 | $338k | 1.9k | 176.04 |
| 2020-09-30 | $300k | 1.9k | 156.25 |
| 2020-06-30 | $297k | 2.1k | 142.86 |
| 2020-03-31 | $291k | 2.5k | 118.39 |
| 2019-12-31 | $1.8M | 12k | 147.87 |
| 2019-09-30 | $1.7M | 12k | 139.40 |
| 2019-06-30 | $1.8M | 13k | 137.53 |
| 2019-03-31 | $1.8M | 14k | 133.22 |
| 2018-12-31 | $1.6M | 14k | 114.87 |
More positions owned by Waller Financial Planning Group
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