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Vanguard Value ETF shares owned by Cascade Wealth Advisors

Quarter-by-quarter ownership of Vanguard Value ETF (VTV) shares owned by Cascade Wealth Advisors from 13F filings

Historical chart of Cascade Wealth Advisors investment in Vanguard Value ETF

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Value ETF by Cascade Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.3M 24k 174.57
2024-06-30 $4.1M 25k 164.82
2024-03-31 $4.4M 28k 156.28

More positions owned by Cascade Wealth Advisors

Ishares Tr Fltg Rate Nt Etf (FLOT)
Ishares Tr 0-5yr Hi Yl Cp (SHYG)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Vanguard Specialized Funds Div App Etf (VIG)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Neos Etf Trust Neos S&p 500 Hi (SPYI)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Vanguard Index Fds Value Etf (VTV)
Blackstone Secd Lending Common Stock (BXSL)

View all positions for Cascade Wealth Advisors

Top funds holding Vanguard Value ETF

Bank of America Corporation
Jones Financial Companies, L.L
Morgan Stanley
International Assets Investment Management
Envestnet Asset Management
LPL Financial
Wells Fargo & Company
Tiaa Trust, National Association
Mill Creek Capital Advisors
Captrust Financial Advisors
Royal Bank of Canada
D.A. Davidson & Co.
Adviser Investments
Raymond James Financial Services Advisors
Bank of New York Mellon

View all funds holding Vanguard Value ETF