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Vanguard Value ETF shares owned by Carlson Financial

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

Historical chart of Carlson Financial investment in Vanguard Value ETF

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

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Quarterly reported holdings in Vanguard Value ETF by Carlson Financial

Quarter filed Position value Share count Share price at filing
2026-06-30 $248k 1.1k 217.82
2026-03-31 $228k 1.2k 196.26
2025-12-31 $225k 1.2k 190.94

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View all positions for Carlson Financial

Top funds holding Vanguard Value ETF

Bank of America Corporation
Jones Financial Companies, L.L
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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