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Vanguard Value ETF shares owned by Circle Wealth Management

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

Historical chart of Circle Wealth Management investment in Vanguard Value ETF

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Value ETF by Circle Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.8M 10k 174.57
2024-06-30 $1.6M 10k 160.41
2024-03-31 $1.6M 10k 162.86

More positions owned by Circle Wealth Management

Apple (AAPL)
Ishares Tr Rus 1000 Grw Etf (IWF)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Rus 1000 Val Etf (IWD)
Vanguard Index Fds Total Stk Mkt (VTI)
Eli Lilly & Co. (LLY)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Amazon (AMZN)
Nike CL B (NKE)
Microsoft Corporation (MSFT)
Ishares Gold Tr Ishares New (IAU)

View all positions for Circle Wealth Management

Top funds holding Vanguard Value ETF

Bank of America Corporation
Jones Financial Companies, L.L
Envestnet Asset Management
UBS Group
Ameriprise Financial
LPL Financial
Tiaa Trust, National Association
Wells Fargo & Company
Betterment
Mill Creek Capital Advisors
Captrust Financial Advisors
Royal Bank of Canada
D.A. Davidson & Co.
Adviser Investments
FMR

View all funds holding Vanguard Value ETF