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Vertiv Holdings Llc vertiv holdings shares owned by Waller Financial Planning Group

Quarter-by-quarter ownership of Vertiv Holdings Llc vertiv holdings (VRT) shares owned by Waller Financial Planning Group from 13F filings

Historical chart of Waller Financial Planning Group investment in Vertiv Holdings Llc vertiv holdings

Tip: Access up to 7 years of quarterly data

All positions including Vertiv Holdings Llc vertiv holdings held by Waller Financial Planning Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vertiv Holdings Llc vertiv holdings by Waller Financial Planning Group

Quarter filed Position value Share count Share price at filing
2026-06-30 $236k 705 334.82

More positions owned by Waller Financial Planning Group

Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust State Street Spd (SPYG)
Ishares Tr Eafe Value Etf (EFV)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Spdr Series Trust State Street Spd (SPYV)
Ishares Tr Investment Grade (IGEB)
Ishares Tr Eafe Grwth Etf (EFG)
Spdr Series Trust State Street Spd (SPAB)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Spdr Index Shs Fds State Street Spd (SPDW)
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)
Spdr Series Trust State Street Spd (SPSM)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Series Trust State Street Spd (SPMD)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for Waller Financial Planning Group

Top funds holding Vertiv Holdings Llc vertiv holdings

BlackRock
Vanguard Capital Management
Vanguard Portfolio Management
State Street Corporation
Geode Capital Management
Jane Street
Bank of America Corporation
Susquehanna International
T. Rowe Price Associates
Morgan Stanley
Invesco
UBS Group
FMR
Citadel Advisors
Northern Trust

View all funds holding Vertiv Holdings Llc vertiv holdings