VV — VANGUARD LARGE-CAP INDEX FUND ETF SHARES

Ownership history in EVOKE WEALTH, LLC  ·  23 quarters on record

This page tracks every 13F SEC filing in which EVOKE WEALTH, LLC reported a position in VANGUARD LARGE-CAP INDEX FUND ETF SHARES (VV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.05% (2020 Q1)
Avg. % of fund
0.02%
First filed
2019 Q3
Last filed
2025 Q3
Quarters held
23
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 1,845 — 0% 0.01% $570K $307.02
2025 Q2 UNCHANGED 1,845 — 0% 0.01% $528K $283.76
2025 Q1 REDUCED 1,845 -500 -21.3% 0.01% $474K $254.88
2024 Q4 ADDED 2,345 +1,569 +202.2% 0.02% $632K $266.54
19 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    VV price (monthly, adj. close)

Other funds also holding VV

As of 2025 Q4 — sorted by position size

Johnson Financial Group, LLC 3Y 7Y 48.94% Addis & Hill, Inc 39.61% Henson-Edgewater Management, LLC 39.61% Mason & Associates, LLC 30.52% Wealthquest Corp 3Y 7Y 28.0% Financial Planning Navigators CORP 24.76% JUNCTURE WEALTH STRATEGIES, LLC 3Y 7Y 24.44% MilWealth Group LLC 21.95% James J. Burns & Company, LLC 3Y 21.75% Voya Financial Advisors, Inc. 3Y 7Y 21.27%
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