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iShares S&P 500 Value Index shares owned by Vanguard Capital Wealth Advisors

Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Vanguard Capital Wealth Advisors from 13F filings

Historical chart of Vanguard Capital Wealth Advisors investment in iShares S&P 500 Value Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Value Index held by Vanguard Capital Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P 500 Value Index by Vanguard Capital Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $250k 1.1k 227.06

More positions owned by Vanguard Capital Wealth Advisors

Apple (AAPL)
Micron Technology (MU)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
United Rentals (URI)
Alphabet Cap Stk Cl C (GOOG)
Caterpillar (CAT)
Boeing Company (BA)
Morgan Stanley Com New (MS)
Broadcom (AVGO)
Marvell Technology (MRVL)
Intel Corporation (INTC)
Tesla Motors (TSLA)
Cameco Corporation (CCJ)
Palo Alto Networks (PANW)

View all positions for Vanguard Capital Wealth Advisors

Top funds holding iShares S&P 500 Value Index

Envestnet Asset Management
Jpmorgan Chase & Co
Morgan Stanley
LPL Financial
Bank of America Corporation
Wells Fargo & Company
UBS Group
Stifel Financial
Cetera Investment Advisers
Ameriprise Financial
CWM
Pnc Financial Services
Lido Advisors
BlackRock
Park Avenue Securities

View all funds holding iShares S&P 500 Value Index