Dynamic Wealth Strategies »

Vanguard Value ETF shares owned by Dynamic Wealth Strategies

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

Historical chart of Dynamic Wealth Strategies investment in Vanguard Value ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Value ETF held by Dynamic Wealth Strategies 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 Dynamic Wealth Strategies

Quarter filed Position value Share count Share price at filing
2024-06-30 $11M 68k 160.41
2024-03-31 $11M 69k 162.86

More positions owned by Dynamic Wealth Strategies

Vanguard Index Fds Value Etf (VTV)
Ishares Tr Msci Eafe Etf (EFA)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Ishares Tr Expnd Tec Sc Etf (IGM)
Spdr Ser Tr Portfolio Short (SPSB)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Msci Emrg Chn (EMXC)
Ishares Tr Eafe Value Etf (EFV)
Spdr Ser Tr Portfolio Intrmd (SPIB)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Ishares Tr Us Sml Cap Eqt (SMLF)

View all positions for Dynamic Wealth Strategies

Top funds holding Vanguard Value ETF

Bank of America Corporation
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
Pnc Financial Services

View all funds holding Vanguard Value ETF