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Vanguard Value ETF shares owned by BKM Wealth Management

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

Historical chart of BKM Wealth Management investment in Vanguard Value ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Value ETF held by BKM 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 BKM Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.9M 17k 174.57
2024-06-30 $2.6M 16k 160.41
2024-03-31 $2.4M 15k 162.87
2023-12-31 $2.2M 14k 149.50

More positions owned by BKM Wealth Management

Ishares Tr S&p 500 Val Etf (IVE)
Microsoft Corporation (MSFT)
Apple (AAPL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr S&p 500 Grwt Etf (IVW)
Dbx Etf Tr Xtrackers Russel (DEUS)
Ishares Tr S&p Mc 400vl Etf (IJJ)
Vanguard Index Fds Mid Cap Etf (VO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Sp Smcp600vl Etf (IJS)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Wisdomtree Tr Emg Mkts Smcap (DGS)
Ishares Tr S&p Mc 400gr Etf (IJK)
Ishares U S Etf Tr Commodity Curve (CCRV)
Lowe's Companies (LOW)

View all positions for BKM Wealth Management

Top funds holding Vanguard Value ETF

Bank of America Corporation
Jones Financial Companies, L.L
Morgan Stanley
International Assets Investment Management
Envestnet Asset Management
LPL Financial
Wells Fargo & Company
Tiaa Trust, National Association
Mill Creek Capital Advisors
Captrust Financial Advisors
Royal Bank of Canada
D.A. Davidson & Co.
Adviser Investments
Raymond James Financial Services Advisors
Bank of New York Mellon

View all funds holding Vanguard Value ETF