CliftonLarsonAllen Wealth Advisors »

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Vanguard Value ETF by CliftonLarsonAllen Wealth Advisors

Quarter filed Position value Share count Share price at filing
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

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

View all positions for CliftonLarsonAllen Wealth Advisors

Top funds holding Vanguard Value ETF

Bank of America Corporation
Betterment
UBS Group
Wells Fargo & Company
Goldman Sachs Group
Tiaa Trust, National Association
Royal Bank of Canada
D.A. Davidson & Co.
Captrust Financial Advisors
Pnc Financial Services
Adviser Investments
Branch Banking & Trust Company
Bank of New York Mellon
Raymond James Financial Services Advisors
Mariner Wealth Advisors

View all funds holding Vanguard Value ETF