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Vanguard Russell 1000 Value Et shares owned by MAI Wealth Advisors

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

Historical chart of MAI Wealth Advisors 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 MAI Wealth Advisors 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 MAI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.1M 26k 83.33
2024-06-30 $1.9M 25k 76.57
2024-03-31 $2.0M 25k 78.64
2023-12-31 $1.8M 25k 72.54
2023-09-30 $1.7M 25k 66.66
2023-06-30 $1.7M 25k 69.21
2023-03-31 $1.7M 25k 66.81
2022-12-31 $1.7M 25k 66.58

More positions owned by MAI Wealth Advisors

iShares S&P 500 Index Ez (IVV)
Spdr S&p 500 Etf Trust Ee (SPY)
Apple CS (AAPL)
Microsoft Corp CS (MSFT)
iShares S&P Mid Cap Index Ez (IJH)
iShares S&P Small Cap Index Ez (IJR)
Nvidia Corp CS (NVDA)
Amazon CS (AMZN)
Vanguard FTSE Developed Mkts E Ee (VEA)
Vanguard Dividend Appreciation Ee (VIG)
iShares S&P Barra Value Index Ez (IVE)
iShares Russell 1000 Growth In Ez (IWF)
Invesco Qqq Tr Ser 1 Ee (QQQ)
SPDR S&P Mid Cap 400 ETF Ee (MDY)
iShares Core MSCI EAFE Ez (IEFA)

View all positions for MAI Wealth Advisors

Top funds holding Vanguard Russell 1000 Value Et

Bank of America Corporation
Morgan Stanley
Tiaa Trust, National Association
Envestnet Asset Management
SageView Advisory Group
Janney Montgomery Scott
LPL Financial
Commonwealth Equity Services
Citigroup
Branch Banking & Trust Company
Wells Fargo & Company
Pathstone Holdings
Raymond James & Associates
Global Strategic Investment Solutions
Pnc Financial Services

View all funds holding Vanguard Russell 1000 Value Et