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Engine No 1 Etf Trust shares owned by Values Added Financial

Quarter-by-quarter ownership of Engine No 1 Etf Trust (VOTE) shares owned by Values Added Financial from 13F filings

Historical chart of Values Added Financial investment in Engine No 1 Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Engine No 1 Etf Trust held by Values Added Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Engine No 1 Etf Trust by Values Added Financial

Quarter filed Position value Share count Share price at filing
2024-03-31 $5.9M 96k 61.25
2023-12-31 $5.2M 93k 55.62
2023-09-30 $5.1M 103k 49.88
2023-06-30 $5.0M 98k 51.60

More positions owned by Values Added Financial

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Tcw Transform Etf Trust Transfrm 500 Etf (VOTE)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Apple (AAPL)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Index Fds Extend Mkt Etf (VXF)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)

View all positions for Values Added Financial

Top funds holding Engine No 1 Etf Trust

Jpmorgan Chase & Co
Jordan Park Group
Betterment
Pnc Financial Services
Goldman Sachs Group
Litman Gregory Asset Management
Bank of America Corporation
Dorsey & Whitney Trust Company
Pathstone Holdings
Values Added Financial
Cambridge Investment Research Advisors
Financial Insights
Mutual Advisors
Phoenix Wealth Advisors
Bank of New York Mellon

View all funds holding Engine No 1 Etf Trust