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Vanguard Value ETF shares owned by Dynamic Financial Group

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

Historical chart of Dynamic Financial Group investment in Vanguard Value ETF

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

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Quarterly reported holdings in Vanguard Value ETF by Dynamic Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $737k 3.9k 186.50
2025-06-30 $697k 3.9k 176.74
2025-03-31 $399k 2.3k 172.74
2024-12-31 $390k 2.3k 169.33

More positions owned by Dynamic Financial Group

Ishares Tr 0-3 Mnth Treasry (SGOV)
Ishares Tr Rus 1000 Grw Etf (IWF)
Deere & Company (DE)
Verizon Communications (VZ)
Ishares Tr Rus 1000 Val Etf (IWD)
Nuveen Muni Value Fund (NUV)
Ishares Tr Core Msci Eafe (IEFA)
Spdr Series Trust S&P 600 SMCP GRW (SLYG)
Pfizer (PFE)
Ishares Tr Eafe Grwth Etf (EFG)
Apple (AAPL)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Phillips Edison & Co Common Stock (PECO)

View all positions for Dynamic Financial Group

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