Blue Rock Wealth Management »

Vanguard Value ETF shares owned by Blue Rock Wealth Management

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

Historical chart of Blue Rock Wealth Management investment in Vanguard Value ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Value ETF held by Blue Rock 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 Blue Rock Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $400k 2.1k 186.52
2025-06-30 $377k 2.1k 176.71
2025-03-31 $369k 2.1k 172.71
2024-12-31 $359k 2.1k 169.30

More positions owned by Blue Rock Wealth Management

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Harris Oakmark Etf Trust Oakmark U S Lrg (OAKM)
Palantir Technologies Cl A (PLTR)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Natixis Etf Tr Gateway Quality (GQI)
Janus Detroit Str Tr Hendersn Sml Etf (JSMD)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Janus Detroit Str Tr Henderson Mtg (JMBS)
J P Morgan Exchange Traded F Equity Premium (JEPI)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)

View all positions for Blue Rock Wealth Management

Top funds holding Vanguard Value ETF

Jones Financial Companies, L.L
Morgan Stanley
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
Royal Bank of Canada
D.A. Davidson & Co.
Mill Creek Capital Advisors
Betterment

View all funds holding Vanguard Value ETF