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Vanguard Value ETF shares owned by Balanced Rock Investment Advisors

Quarter-by-quarter ownership of Vanguard Value ETF (VTV) shares owned by Balanced Rock Investment Advisors from 13F filings

Historical chart of Balanced Rock Investment Advisors investment in Vanguard Value ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Value ETF held by Balanced Rock Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Value ETF by Balanced Rock Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $564k 3.5k 162.84

More positions owned by Balanced Rock Investment Advisors

Ishares Tr Esg Adv Ttl Usd (EUSB)
Ishares Tr Esg Msci Usa Etf (USXF)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr Esg Eafe Etf (DMXF)
Ishares Tr Esg Awr Us Agrgt (EAGG)
Ishares Tr Esg Aw Msci Eafe (ESGD)
Manager Directed Portfolios Vert Glb Sust Re (VGSR)
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)
Pimco Equity Ser Rafi Esg Us (RAFE)
Vanguard World Esg Intl Stk Etf (VSGX)
Ishares Tr Egsadvncdmsci Em (EMXF)
Ishares Tr Esg Awr Msci Usa (ESGU)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Esg Advncd Hy Bd (HYXF)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)

View all positions for Balanced Rock Investment Advisors

Top funds holding Vanguard Value ETF

Bank of America Corporation
Jones Financial Companies, L.L
Morgan Stanley
Envestnet Asset Management
UBS Group
Ameriprise Financial
LPL Financial
Betterment
Wells Fargo & Company
Tiaa Trust, National Association
Mill Creek Capital Advisors
Royal Bank of Canada
Captrust Financial Advisors
D.A. Davidson & Co.
FMR

View all funds holding Vanguard Value ETF