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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
2025-12-31 $1.3M 6.7k 190.98
2025-09-30 $1.2M 6.5k 186.50
2025-06-30 $984k 5.6k 176.73
2025-03-31 $953k 5.5k 172.73
2024-12-31 $949k 5.6k 169.29

More positions owned by Capstone Wealth Management Group

Apple (AAPL)
Spdr Series Trust State Street Spd (BIL)
Select Sector Spdr Tr State Street Tec (XLK)
Exxon Mobil Corporation (XOM)
Select Sector Spdr Tr State Street Fin (XLF)
NVIDIA Corporation (NVDA)
Ishares Tr Us Aer Def Etf (ITA)
Wheaton Precious Metals Corp (WPM)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Spdr Series Trust State Street Spd (BILS)
Vaneck Etf Trust Gold Miners Etf (GDX)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Ishares Silver Tr Ishares (SLV)
Alphabet Cap Stk Cl C (GOOG)
Select Sector Spdr Tr State Street Hea (XLV)

View all positions for Capstone Wealth Management Group

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
Cetera Investment Advisers
Tiaa Trust, National Association
Captrust Financial Advisors
Royal Bank of Canada
D.A. Davidson & Co.
Mill Creek Capital Advisors
Betterment
Mariner Wealth Advisors

View all funds holding Vanguard Value ETF