BKM Wealth Management »

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Vanguard Value ETF by BKM Wealth Management

Quarter filed Position value Share count Share price at filing
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)
Vanguard Van Ftse Dev Mkt (VEA)
Ishares Tr S&p 500 Grwt Etf (IVW)
Dbx Etf Tr Xtrackers Russel (DEUS)
Apple (AAPL)
Ishares Tr S&p Mc 400vl Etf (IJJ)
Vanguard Mid Cap Etf (VO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr S&p Mc 400gr Etf (IJK)
Ishares U S Etf Tr Commodity Curve (CCRV)
Ishares Tr Sp Smcp600vl Etf (IJS)
Wisdomtree Tr Emg Mkts Smcap (DGS)
Vanguard Ftse Emr Mkt Etf (VWO)
Lowe's Companies (LOW)

View all positions for BKM 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
Adviser Investments
Pnc Financial Services
Bank of New York Mellon
Raymond James Financial Services Advisors
Branch Banking & Trust Company
Mariner Wealth Advisors

View all funds holding Vanguard Value ETF