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Vanguard Value ETF shares owned by Beacon Financial

Quarter-by-quarter ownership of Vanguard Value ETF (VTV) shares owned by Beacon Financial from 13F filings

Historical chart of Beacon Financial investment in Vanguard Value ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Value ETF held by Beacon Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Value ETF by Beacon Financial

Quarter filed Position value Share count Share price at filing
2024-12-31 $7.1M 42k 169.30
2024-09-30 $6.7M 38k 174.57
2024-06-30 $5.2M 33k 160.41
2024-03-31 $3.8M 23k 162.86

More positions owned by Beacon Financial

Apple (AAPL)
Qualcomm (QCOM)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Whitehall Fds High Div Yld (VYM)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
First Tr Morningstar Divid L SHS (FDL)
Blackrock Etf Trust Int Dividend Etf
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr TRS FLT RT BD (TFLO)
First Tr Value Line Divid In SHS (FVD)
First Tr Exchange-traded Risng Divd Achiv (RDVY)
Ishares Tr Core S&p Ttl Stk (ITOT)
Blackrock Etf Trust Ishares Us Equit (DYNF)

View all positions for Beacon Financial

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
Raymond James Financial
Wells Fargo & Company
Tiaa Trust, National Association
Captrust Financial Advisors
Betterment
Mill Creek Capital Advisors
Royal Bank of Canada
D.A. Davidson & Co.

View all funds holding Vanguard Value ETF