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Vanguard Value ETF shares owned by Avantra Family Wealth

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

Historical chart of Avantra Family Wealth investment in Vanguard Value ETF

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Value ETF by Avantra Family Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $697k 3.6k 190.99
2024-12-31 $697k 4.1k 169.30

More positions owned by Avantra Family Wealth

Apple (AAPL)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GJUN)
Amazon (AMZN)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUN)
Wells Fargo & Company (WFC)
Broadcom (AVGO)
Citigroup Com New (C)
Alphabet Cap Stk Cl A (GOOGL)
First Tr Exchng Traded Fd Vi Vest Nasdaq 100 (QMMY)
Ishares Tr S&p 100 Etf (OEF)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GJUL)
Meta Platforms Cl A (META)
Ishares Tr S&p 500 Grwt Etf (IVW)

View all positions for Avantra Family Wealth

Top funds holding Vanguard Value ETF

Jones Financial Companies, L.L
Envestnet Asset Management
UBS Group
Ameriprise Financial
LPL Financial
Raymond James Financial
Wells Fargo & Company
Cetera Investment Advisers
Tiaa Trust, National Association
Captrust Financial Advisors
D.A. Davidson & Co.
Royal Bank of Canada
Mill Creek Capital Advisors
Betterment
Mariner Wealth Advisors

View all funds holding Vanguard Value ETF