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Vanguard Value ETF shares owned by North Ridge Wealth Advisors

Quarter-by-quarter ownership of Vanguard Value ETF (VTV) shares owned by North Ridge Wealth Advisors from 13F filings

Historical chart of North Ridge Wealth Advisors investment in Vanguard Value ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Value ETF held by North Ridge Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Value ETF by North Ridge Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.6M 10k 162.86
2023-12-31 $1.5M 10k 149.50
2023-09-30 $1.4M 10k 137.93
2023-06-30 $1.4M 10k 142.10
2023-03-31 $1.4M 10k 138.11

More positions owned by North Ridge Wealth Advisors

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust World Ex Us Core (DFAX)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Vanguard World Extended Dur (EDV)
Dimensional Etf Trust Intl Core Equity (DFIC)
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Microsoft Corporation (MSFT)
Ishares Tr Intl Trea Bd Etf (IGOV)
American Centy Etf Tr Real Estate Etf (AVRE)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
American Centy Etf Tr Us Eqt Etf (AVUS)
Dimensional Etf Trust Global Real Est (DFGR)
Ishares Tr Global Reit Etf (REET)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)

View all positions for North Ridge Wealth Advisors

Top funds holding Vanguard Value ETF

Bank of America Corporation
Morgan Stanley
Envestnet Asset Management
UBS Group
Ameriprise Financial
LPL Financial
Betterment
Wells Fargo & Company
Tiaa Trust, National Association
Royal Bank of Canada
Captrust Financial Advisors
D.A. Davidson & Co.
FMR
Adviser Investments
Pnc Financial Services

View all funds holding Vanguard Value ETF