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Vanguard Russell 1000 Value Et shares owned by Mount Yale Investment Advisors

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

Historical chart of Mount Yale Investment 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 Mount Yale Investment 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 Mount Yale Investment Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $3.8M 40k 93.74
2025-09-30 $998k 11k 89.37

More positions owned by Mount Yale Investment Advisors

Apple (AAPL)
Spdr Gold Tr Gold Shs (GLD)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Alphabet Cap Stk Cl A (GOOGL)
Exxon Mobil Corporation (XOM)
Amazon (AMZN)
Ishares Tr Core S&p500 Etf (IVV)
Broadcom (AVGO)
State Str Spdr S&p 500 Etf T Tr Unit Put Option (SPY)
JPMorgan Chase & Co. (JPM)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
First Tr Exchange Traded Smid Risng Etf (SDVY)
Home Depot (HD)

View all positions for Mount Yale Investment Advisors

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