Brown Wealth Management »

Vanguard Value ETF shares owned by Brown Wealth Management

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

Historical chart of Brown Wealth Management investment in Vanguard Value ETF

Tip: Access up to 7 years of quarterly data

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

Quarter filed Position value Share count Share price at filing
2024-06-30 $24M 149k 160.41
2024-03-31 $23M 142k 162.86
2023-12-31 $7.9M 53k 149.50
2023-09-30 $8.2M 59k 137.93
2023-06-30 $5.4M 38k 142.10

More positions owned by Brown Wealth Management

Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Bd Index Fds Intermed Term (BIV)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Shrt Nat Mun Etf (SUB)
Ishares Tr National Mun Etf (MUB)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Ishares Tr Core Msci Intl (IDEV)
Schwab Strategic Tr Us Reit Etf (SCHH)
Ishares Tr Msci Emg Mkt Etf (EEM)
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)
Proshares Tr S&p Tech Dividen (TDV)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)

View all positions for Brown 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