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Vanguard Value ETF shares owned by Cavalier Investments

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

Historical chart of Cavalier Investments investment in Vanguard Value ETF

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Value ETF by Cavalier Investments

Quarter filed Position value Share count Share price at filing
2026-03-31 $7.9M 40k 196.20

More positions owned by Cavalier Investments

Invesco QQQ Trust Series 1 Unit Ser 1 (QQQ)
SPDR S&P 500 ETF Trust Tr Unit (SPY)
VanEck Vectors Semiconductor ETF Semiconductr Etf (SMH)
SPDR Gold Shares Gold Shs (GLD)
JPMorgan Chase & Co. (JPM)
NVIDIA Corporation (NVDA)
Western Digital (WDC)
Ishares Russell 2000 Etf Russell 2000 Etf (IWM)
United States Oil Fund Units (USO)
Tesla Motors Call Option (TSLA)
iShares Bitcoin Trus Shs Ben Int (IBIT)
Communicat Svs Slct Sec Spdr Etf State Street Com (XLC)
Select Sector Spdr Tr State Street Ene Call Option (XLE)
KLA Corporation Com New (KLAC)
Lam Research Corp Com New (LRCX)

View all positions for Cavalier Investments

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