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Vanguard Value ETF shares owned by Duncan Williams Asset Management

Quarter-by-quarter ownership of Vanguard Value ETF (VTV) shares owned by Duncan Williams Asset Management from 13F filings

Historical chart of Duncan Williams Asset Management investment in Vanguard Value ETF

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

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Quarterly reported holdings in Vanguard Value ETF by Duncan Williams Asset Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $7.5M 45k 169.30
2024-09-30 $3.9M 22k 174.57

More positions owned by Duncan Williams Asset Management

Vanguard Growth Etf Etf (VUG)
Schwab Us Dividend Equity Etf Etf (SCHD)
Apple Stock (AAPL)
Wisdomtree Us Quality Dividend Growth Fund Etf (DGRW)
Vanguard S&p 500 Etf Etf (VOO)
Vanguard Value Etf Etf (VTV)
Microsoft Stock (MSFT)
First Horizon Corporation Stock (FHN)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Powershares Qqq Tr Etf (QQQ)
Vanguard Small-cap Etf Etf (VB)
Amazon.com Stock (AMZN)
Autozone Inc Nev Stock (AZO)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Fedex Corp Stock (FDX)

View all positions for Duncan Williams Asset 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