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Vanguard Value ETF shares owned by Capstone Wealth Management Group

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

Historical chart of Capstone Wealth Management Group investment in Vanguard Value ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Value ETF held by Capstone Wealth Management Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Value ETF by Capstone Wealth Management Group

Quarter filed Position value Share count Share price at filing
2026-06-30 $1.3M 6.0k 217.92

More positions owned by Capstone Wealth Management Group

Apple (AAPL)
Select Sector Spdr Tr St Str Techn Etf (XLK)
Spdr Series Trust St Str Blo 1 Etf (BIL)
Exxon Mobil Corporation (XOM)
Lam Research Corp Com New (LRCX)
Ishares Tr Us Aer Def Etf (ITA)
Spdr Series Trust St Str Bl 12 Etf (BILS)
Select Sector Spdr Tr St Str Finl Etf (XLF)
NVIDIA Corporation (NVDA)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vaneck Etf Trust Gold Miners Etf (GDX)
Alphabet Cap Stk Cl C (GOOG)
Select Sector Spdr Tr St Str Care Etf (XLV)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)

View all positions for Capstone Wealth Management Group

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