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Vanguard Value ETF shares owned by Elser Financial Planning

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

Historical chart of Elser Financial Planning investment in Vanguard Value ETF

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

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Quarterly reported holdings in Vanguard Value ETF by Elser Financial Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $564k 3.0k 186.51
2025-06-30 $534k 3.0k 176.72
2025-03-31 $309k 1.8k 172.71

More positions owned by Elser Financial Planning

Eli Lilly & Co. (LLY)
Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Dimensional Etf Trust Us Equity Market (DFUS)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Brown & Brown (BRO)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Vanguard Index Fds Small Cp Etf (VB)
Microsoft Corporation (MSFT)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Johnson & Johnson (JNJ)
Amazon (AMZN)
First Tr Exchange-traded SHS (QTEC)

View all positions for Elser Financial Planning

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