Coordinated Financial Services »

Vanguard Value ETF shares owned by Coordinated Financial Services

Quarter-by-quarter ownership of Vanguard Value ETF (VTV) shares owned by Coordinated Financial Services from 13F filings

Historical chart of Coordinated Financial Services investment in Vanguard Value ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Value ETF held by Coordinated Financial Services 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 Coordinated Financial Services

Quarter filed Position value Share count Share price at filing
2025-03-31 $495k 2.9k 172.72
2024-06-30 $427k 2.7k 160.40
2024-03-31 $450k 2.8k 162.83

More positions owned by Coordinated Financial Services

Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Us Treas Bd Etf (GOVT)
Spdr Gold Tr Gold Shs (GLD)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds Small Cp Etf (VB)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Ishares Tr Msci Eafe Etf (EFA)
J P Morgan Exchange Traded F Hedged Equity La (HELO)
Apple (AAPL)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Mbs Etf (MBB)

View all positions for Coordinated Financial Services

Top funds holding Vanguard Value ETF

Jones Financial Companies, L.L
Morgan Stanley
Envestnet Asset Management
UBS Group
Ameriprise Financial
LPL Financial
Raymond James Financial
Wells Fargo & Company
Cetera Investment Advisers
Tiaa Trust, National Association
Captrust Financial Advisors
Royal Bank of Canada
D.A. Davidson & Co.
Mill Creek Capital Advisors
Betterment

View all funds holding Vanguard Value ETF