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Vanguard Value ETF shares owned by Capital Squared Financial

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

Historical chart of Capital Squared Financial investment in Vanguard Value ETF

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Value ETF by Capital Squared Financial

Quarter filed Position value Share count Share price at filing
2026-03-31 $2.5M 13k 196.20
2025-12-31 $2.2M 12k 191.00
2025-09-30 $2.1M 11k 186.49
2025-06-30 $1.7M 9.5k 176.74

More positions owned by Capital Squared Financial

Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Vanguard Index Fds Large Cap Etf (VV)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Rus Mdcp Val Etf (IWS)
NVIDIA Corporation (NVDA)
Ishares Tr Core High Dv Etf (HDV)
Vanguard Index Fds Value Etf (VTV)

View all positions for Capital Squared Financial

Top funds holding Vanguard Value ETF

Jones Financial Companies, L.L
Envestnet Asset Management
UBS Group
Ameriprise Financial
LPL Financial
Raymond James Financial
Wells Fargo & Company
EP Wealth Advisors
Cetera Investment Advisers
Tiaa Trust, National Association
Captrust Financial Advisors
D.A. Davidson & Co.
Mill Creek Capital Advisors
Mariner Wealth Advisors
Betterment

View all funds holding Vanguard Value ETF