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Vanguard Value ETF shares owned by Wescott Financial Advisory Group

Quarter-by-quarter ownership of Vanguard Value ETF (VTV) shares owned by Wescott Financial Advisory Group from 13F filings

Historical chart of Wescott Financial Advisory Group investment in Vanguard Value ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Value ETF held by Wescott Financial Advisory Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Value ETF by Wescott Financial Advisory Group

Quarter filed Position value Share count Share price at filing
2023-09-30 $4.2M 30k 137.93
2023-06-30 $4.4M 31k 142.10
2023-03-31 $4.9M 36k 138.11
2022-12-31 $5.2M 37k 140.37
2022-09-30 $4.6M 37k 123.47
2022-06-30 $4.9M 38k 131.87
2022-03-31 $6.4M 43k 147.78

More positions owned by Wescott Financial Advisory Group

Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Wellington Short Trm Tax Ex (VTES)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Ishares Tr Rus Mdcp Val Etf (IWS)
Ishares Tr Rus 1000 Etf (IWB)
Dimensional Etf Trust Global Real Est (DFGR)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Ishares Tr Core Msci Eafe (IEFA)
Merck & Co (MRK)
Apple (AAPL)
Dimensional Etf Trust Internatnal Val (DFIV)
Spdr Ser Tr Portfolio Sh Tsr (SPTS)
Ishares Tr Core Us Aggbd Et (AGG)

View all positions for Wescott Financial Advisory Group

Top funds holding Vanguard Value ETF

Bank of America Corporation
Betterment
UBS Group
Wells Fargo & Company
Goldman Sachs Group
Tiaa Trust, National Association
Royal Bank of Canada
D.A. Davidson & Co.
Captrust Financial Advisors
Adviser Investments
Pnc Financial Services
Bank of New York Mellon
Raymond James Financial Services Advisors
Branch Banking & Trust Company
Mariner Wealth Advisors

View all funds holding Vanguard Value ETF