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Vanguard Value ETF shares owned by XML Financial

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

Historical chart of XML Financial investment in Vanguard Value ETF

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

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Quarterly reported holdings in Vanguard Value ETF by XML Financial

Quarter filed Position value Share count Share price at filing
2023-09-30 $1.9M 13k 137.93
2023-06-30 $1.7M 12k 142.10
2023-03-31 $1.5M 11k 138.10
2022-12-31 $2.7M 19k 140.37
2022-09-30 $674k 5.5k 123.42

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View all positions for XML Financial

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