YorkBridge Wealth Partners »

Vanguard Russell 1000 Value Et shares owned by YorkBridge Wealth Partners

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

Historical chart of YorkBridge Wealth Partners 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 YorkBridge Wealth Partners 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 YorkBridge Wealth Partners

Quarter filed Position value Share count Share price at filing
2022-12-31 $399k 6.0k 66.58
2022-09-30 $244k 4.1k 59.76
2022-06-30 $245k 3.9k 63.55

More positions owned by YorkBridge Wealth Partners

Spdr S&p 500 Etf Trust Etf (SPY)
Apple Stock (AAPL)
Vanguard High Dividend Yield Index Etf Etf (VYM)
Vanguard Russell 1000 Growth Etf Etf (VONG)
Microsoft Corp Stock (MSFT)
Berkley W R Corp Stock (WRB)
Johnson & Johnson Stock (JNJ)
Amazon Stock (AMZN)
Alphabet Inc Cap Stk Cl C Stock (GOOG)
Unitedhealth Group Stock (UNH)
Netflix Stock (NFLX)
Exxon Mobil Corp Stock (XOM)
Abbott Labs Stock (ABT)
Visa Inc Com Cl A Stock (V)
Mastercard Incorporated Cl A Stock (MA)

View all positions for YorkBridge Wealth Partners

Top funds holding Vanguard Russell 1000 Value Et

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

View all funds holding Vanguard Russell 1000 Value Et