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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
2026-06-30 $211k 966 217.93

More positions owned by Capital Planning

iShares Core S&P 500 ETF Exchange Traded Fund (IVV)
Schwab US Large-Cap Growth ETF Exchange Traded Fund (SCHG)
Microsoft Corp Common Stock (MSFT)
iShares Core Dividend Growth ETF Exchange Traded Fund (DGRO)
Vanguard Large-Cap ETF Exchange Traded Fund (VV)
Vanguard Information Technology ETF Exchange Traded Fund (VGT)
Vanguard Mid-Cap ETF Exchange Traded Fund (VO)
Vanguard Small-Cap ETF Exchange Traded Fund (VB)
Vanguard Mega Cap Growth ETF Exchange Traded Fund (MGK)
Vanguard Mega Cap Value ETF Exchange Traded Fund (MGV)
Technology Select Sector SPDR ETF Exchange Traded Fund (XLK)
iShares MSCI USA Min Vol Factor ETF Exchange Traded Fund (USMV)
Vanguard Growth ETF Exchange Traded Fund (VUG)
iShares MSCI USA Momentum Factor ETF Exchange Traded Fund (MTUM)
Boeing Common Stock (BA)

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
LPL Financial
Ameriprise Financial
Raymond James Financial
EP Wealth Advisors
Wells Fargo & Company
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