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Vanguard Us Value Factor shares owned by Pensionmark Financial Group

Quarter-by-quarter ownership of Vanguard Us Value Factor (VFVA) shares owned by Pensionmark Financial Group from 13F filings

Historical chart of Pensionmark Financial Group investment in Vanguard Us Value Factor

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All positions including Vanguard Us Value Factor held by Pensionmark Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Us Value Factor by Pensionmark Financial Group

Quarter filed Position value Share count Share price at filing
2024-06-30 $206k 1.8k 113.07
2024-03-31 $539k 4.5k 119.34
2023-12-31 $467k 4.1k 112.67

More positions owned by Pensionmark Financial Group

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Apple (AAPL)
Ishares Tr S&p 500 Grwt Etf (IVW)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr 0-5yr Invt Gr Cp (SLQD)
Ishares Tr National Mun Etf (MUB)
American Centy Etf Tr Us Eqt Etf (AVUS)
Microsoft Corporation (MSFT)
Ishares Tr Rusel 2500 Etf (SMMD)
Alphabet Cap Stk Cl C (GOOG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr S&p Mc 400gr Etf (IJK)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr S&P SML 600 GWT (IJT)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Pensionmark Financial Group

Top funds holding Vanguard Us Value Factor

Adviser Investments
Armbruster Capital Management
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Raymond James Financial Services Advisors
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Umb Bank N A
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EP Wealth Advisors
Smart Money Group
Fortis Advisors
McIlrath & Eck
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Financial Engines Advisors L.L.C

View all funds holding Vanguard Us Value Factor