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Vanguard Value ETF shares owned by Angeles Wealth Management

Quarter-by-quarter ownership of Vanguard Value ETF (VTV) shares owned by Angeles Wealth Management from 13F filings

Historical chart of Angeles Wealth Management investment in Vanguard Value ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Value ETF held by Angeles Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Value ETF by Angeles Wealth Management

Quarter filed Position value Share count Share price at filing
2023-09-30 $28M 204k 137.93
2023-06-30 $31M 221k 142.10
2023-03-31 $31M 222k 138.11
2022-12-31 $32M 226k 140.37
2022-09-30 $25M 200k 123.48
2022-06-30 $34M 257k 131.88

More positions owned by Angeles Wealth Management

Vanguard World Mega Grwth Ind (MGK)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Ishares Tr Shrt Nat Mun Etf (SUB)
Vanguard Index Fds Value Etf (VTV)
Microsoft Corporation (MSFT)
Ishares Tr Core Msci Total (IXUS)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
Ishares Msci World Etf (URTH)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Spdr Ser Tr Bloomberg Sht Te (SJNK)
Ares Management Corporation Cl A Com Stk (ARES)

View all positions for Angeles Wealth Management

Top funds holding Vanguard Value ETF

Bank of America Corporation
Betterment
UBS Group
Wells Fargo & Company
Goldman Sachs Group
Tiaa Trust, National Association
Royal Bank of Canada
D.A. Davidson & Co.
Captrust Financial Advisors
Pnc Financial Services
Adviser Investments
Bank of New York Mellon
Raymond James Financial Services Advisors
Branch Banking & Trust Company
Mariner Wealth Advisors

View all funds holding Vanguard Value ETF