Vanguard Large-Cap ETF shares owned by WealthPlan Investment Management
Quarter-by-quarter ownership of Vanguard Large-Cap ETF (VV) shares owned by WealthPlan Investment Management
from 13F filings
Historical chart of WealthPlan Investment Management investment in Vanguard Large-Cap ETF
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Quarterly reported holdings in Vanguard Large-Cap ETF by WealthPlan Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $440k | 1.4k | 307.75 |
| 2025-06-30 | $407k | 1.4k | 285.20 |
| 2025-03-31 | $357k | 1.4k | 256.94 |
| 2024-12-31 | $374k | 1.4k | 269.70 |
| 2024-09-30 | $365k | 1.4k | 263.29 |
| 2023-12-31 | $302k | 1.4k | 218.15 |
| 2023-06-30 | $78k | 385 | 202.72 |
| 2023-03-31 | $72k | 385 | 186.81 |
More positions owned by WealthPlan Investment Management
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