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Vanguard Russell 1000 Value Et shares owned by Focused Wealth Management

Quarter-by-quarter ownership of Vanguard Russell 1000 Value Et (VONV) shares owned by Focused Wealth Management from 13F filings

Historical chart of Focused Wealth Management investment in Vanguard Russell 1000 Value Et

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Russell 1000 Value Et held by Focused Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Russell 1000 Value Et by Focused Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $5.1M 57k 89.37
2025-06-30 $4.8M 56k 85.21

More positions owned by Focused Wealth Management

Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Vanguard Index Fds Value Etf (VTV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Apple (AAPL)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Select Sector Spdr Tr Financial (XLF)
Vanguard Instl Index 0-3 Mo Treas Bil (VBIL)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Vanguard World Mega Grwth Ind (MGK)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Index Fds Small Cp Etf (VB)

View all positions for Focused Wealth Management

Top funds holding Vanguard Russell 1000 Value Et

LPL Financial
Morgan Stanley
Wellington Management Company
Tiaa Trust, National Association
Phoenix Holdings
SageView Advisory Group
UBS Group
Envestnet Asset Management
Macquarie Group
Janney Montgomery Scott
Branch Banking & Trust Company
Raymond James Financial
Commonwealth Equity Services
Wells Fargo & Company
Pathstone Holdings

View all funds holding Vanguard Russell 1000 Value Et