Carlsbad Wealth Advisory Group »

Vanguard Value ETF shares owned by Carlsbad Wealth Advisory Group

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

Historical chart of Carlsbad Wealth Advisory Group investment in Vanguard Value ETF

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Vanguard Value ETF by Carlsbad Wealth Advisory Group

Quarter filed Position value Share count Share price at filing
2023-06-30 $502k 3.5k 142.11

More positions owned by Carlsbad Wealth Advisory Group

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Us Tips Etf (SCHP)
Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Home Depot (HD)
Vanguard Bd Index Fds Long Term Bond (BLV)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Schwab Strategic Tr Us Reit Etf (SCHH)
Apple (AAPL)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)

View all positions for Carlsbad Wealth Advisory 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
D.A. Davidson & Co.
Royal Bank of Canada
Mill Creek Capital Advisors
Betterment
Mariner Wealth Advisors

View all funds holding Vanguard Value ETF