Vanguard Large-Cap ETF shares owned by Wellspring Financial Advisors
Quarter-by-quarter ownership of Vanguard Large-Cap ETF (VV) shares owned by Wellspring Financial Advisors
from 13F filings
Historical chart of Wellspring Financial Advisors investment in Vanguard Large-Cap ETF
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Quarterly reported holdings in Vanguard Large-Cap ETF by Wellspring Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $1.3M | 5.2k | 249.61 |
| 2024-03-31 | $1.3M | 5.2k | 239.75 |
| 2023-09-30 | $1.0M | 5.2k | 195.69 |
| 2023-06-30 | $1.1M | 5.2k | 202.72 |
| 2023-03-31 | $975k | 5.2k | 186.80 |
| 2022-12-31 | $907k | 5.2k | 174.20 |
| 2022-09-30 | $849k | 5.2k | 163.49 |
| 2022-06-30 | $893k | 5.2k | 172.39 |
| 2022-03-31 | $1.1M | 5.2k | 208.51 |
| 2021-12-31 | $1.2M | 5.2k | 220.96 |
| 2021-09-30 | $1.0M | 5.2k | 200.85 |
| 2021-06-30 | $1.0M | 5.2k | 200.81 |
| 2021-03-31 | $819k | 6.9k | 118.47 |
| 2020-12-31 | $969k | 5.5k | 175.67 |
| 2020-09-30 | $924k | 5.9k | 156.37 |
| 2020-06-30 | $987k | 6.9k | 143.04 |
| 2020-03-31 | $819k | 6.9k | 118.47 |
More positions owned by Wellspring Financial Advisors
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