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Vanguard Value ETF shares owned by Crown Wealth Group

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

Historical chart of Crown Wealth Group investment in Vanguard Value ETF

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Value ETF by Crown Wealth Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.6M 27k 174.57

More positions owned by Crown Wealth Group

Spdr Ser Tr Portfolio S&p500 (SPLG)
Dimensional Etf Trust Us Equity Market (DFUS)
Innovator Etfs Trust Defined Wlt Shld (BALT)
Innovator Etfs Trust Us Eqty Bufr Jan (BJAN)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Microsoft Corporation (MSFT)
Innovator Etfs Trust U S Eq 10 Buffer (ZALT)
Dimensional Etf Trust Us High Profitab (DUHP)
Apple (AAPL)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Ishares Tr U.s. Tech Etf (IYW)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Value Etf (VTV)
Wisdomtree Tr India Erngs Fd (EPI)
Amazon (AMZN)

View all positions for Crown Wealth Group

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