Pensionmark Financial Group »

Vanguard Russell 1000 Value Et shares owned by Pensionmark Financial Group

Quarter-by-quarter ownership of Vanguard Russell 1000 Value Et (VONV) shares owned by Pensionmark Financial Group from 13F filings

Historical chart of Pensionmark Financial Group 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 Pensionmark Financial Group consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Vanguard Russell 1000 Value Et by Pensionmark Financial Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.0M 25k 83.33
2024-06-30 $1.8M 24k 76.57
2024-03-31 $1.9M 24k 78.64

More positions owned by Pensionmark Financial Group

Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Church & Dwight (CHD)
Franklin Templeton Etf Tr Us Lrg Cp Mltfct (FLQL)
Ishares Tr 0-5yr Invt Gr Cp (SLQD)
JPMorgan Chase & Co. (JPM)
Amazon (AMZN)
Ishares Tr Sp Smcp600vl Etf (IJS)
Meta Platforms Cl A (META)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Alphabet Cap Stk Cl A (GOOGL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for Pensionmark Financial Group

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