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Vanguard Value ETF shares owned by CliftonLarsonAllen Wealth Advisors

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

Historical chart of CliftonLarsonAllen Wealth Advisors investment in Vanguard Value ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Value ETF held by CliftonLarsonAllen 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 CliftonLarsonAllen Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $5.1M 29k 174.57
2024-06-30 $4.8M 30k 160.41
2024-03-31 $4.9M 30k 162.86
2023-12-31 $124M 831k 149.50
2023-09-30 $111M 802k 137.93
2023-06-30 $105M 742k 142.10
2023-03-31 $132M 954k 138.11
2022-12-31 $4.0M 29k 140.37
2022-06-30 $3.1M 23k 131.90
2022-03-31 $3.5M 24k 147.77
2021-12-31 $4.3M 29k 147.12
2021-09-30 $3.9M 29k 135.37
2021-06-30 $3.9M 28k 137.47
2021-03-31 $3.7M 28k 131.47
2020-12-31 $3.3M 28k 118.95
2020-09-30 $3.2M 31k 104.51
2020-06-30 $3.1M 31k 99.59
2019-12-31 $3.7M 31k 119.86
2019-09-30 $3.4M 30k 111.63
2019-06-30 $3.3M 29k 110.94
2019-03-31 $2.8M 26k 107.63
2018-12-31 $2.4M 25k 97.93
2018-09-30 $2.8M 25k 110.69
2018-06-30 $2.6M 25k 103.81
2018-03-31 $2.6M 25k 103.17
2017-12-31 $2.6M 24k 106.33
2017-09-30 $2.5M 25k 99.80
2017-06-30 $2.3M 24k 96.56
2017-03-31 $2.4M 25k 95.37
2016-12-31 $3.3M 35k 93.00
2016-09-30 $3.1M 35k 87.01
2016-06-30 $2.2M 26k 85.00
2016-03-31 $2.2M 26k 82.39
2015-12-31 $2.1M 25k 81.52
2015-09-30 $1.9M 25k 76.76
2015-06-30 $2.3M 28k 83.37
2015-03-31 $2.0M 24k 83.69
2014-12-31 $2.1M 25k 84.49
2014-09-30 $2.2M 27k 81.20
2014-06-30 $2.2M 27k 80.97
2014-03-31 $2.1M 28k 78.11
2013-12-31 $2.1M 28k 76.39
2013-09-30 $1.8M 26k 69.78

More positions owned by CliftonLarsonAllen Wealth Advisors

Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Ishares Tr S&p 500 Grwt Etf (IVW)
Proshares Tr S&p 500 Dv Arist (NOBL)
Ishares Tr S&p 500 Val Etf (IVE)
Spdr Ser Tr Portfolio Intrmd (SPIB)
Ishares Tr National Mun Etf (MUB)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Core Us Aggbd Et (AGG)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Spdr Ser Tr Nuveen Blmbrg Mu (TFI)

View all positions for CliftonLarsonAllen 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