Vanguard Large-Cap ETF shares owned by West Financial Advisors
Quarter-by-quarter ownership of Vanguard Large-Cap ETF (VV) shares owned by West Financial Advisors
from 13F filings
Historical chart of West Financial Advisors investment in Vanguard Large-Cap ETF
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Quarterly reported holdings in Vanguard Large-Cap ETF by West Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.8k | 22 | 307.86 |
| 2025-06-30 | $12k | 43 | 285.30 |
| 2025-03-31 | $18k | 68 | 257.04 |
| 2024-12-31 | $21k | 78 | 269.71 |
| 2024-09-30 | $21k | 78 | 263.29 |
| 2024-06-30 | $20k | 78 | 249.63 |
| 2024-03-31 | $24k | 100 | 239.76 |
| 2023-12-31 | $25k | 116 | 218.16 |
| 2023-09-30 | $29k | 146 | 195.69 |
| 2023-06-30 | $34k | 168 | 202.72 |
| 2023-03-31 | $36k | 190 | 186.81 |
| 2022-12-31 | $33k | 190 | 174.20 |
| 2022-09-30 | $31k | 190 | 163.16 |
| 2022-06-30 | $34k | 200 | 170.00 |
| 2022-03-31 | $42k | 200 | 210.00 |
| 2021-12-31 | $50k | 225 | 222.22 |
| 2021-09-30 | $45k | 225 | 200.00 |
| 2021-06-30 | $45k | 225 | 200.00 |
| 2021-03-31 | $42k | 225 | 186.67 |
| 2020-12-31 | $40k | 225 | 177.78 |