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Vanguard Value ETF shares owned by Capital & Planning

Quarter-by-quarter ownership of Vanguard Value ETF (VTV) shares owned by Capital & Planning from 13F filings

Historical chart of Capital & Planning investment in Vanguard Value ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Value ETF held by Capital & Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Value ETF by Capital & Planning

Quarter filed Position value Share count Share price at filing
2026-03-31 $20k 102 196.20
2024-12-31 $17k 102 169.30

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View all positions for Capital & Planning

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
EP Wealth Advisors
Cetera Investment Advisers
Tiaa-cref Individual & Institutional Services
Captrust Financial Advisors
Royal Bank of Canada
D.A. Davidson & Co.

View all funds holding Vanguard Value ETF