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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

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Large-Cap ETF held by Wellspring Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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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
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