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Vanguard Value ETF shares owned by Family Wealth Partners

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

Historical chart of Family Wealth Partners investment in Vanguard Value ETF

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Value ETF by Family Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $5.2M 30k 174.57
2024-06-30 $4.8M 30k 160.41
2024-03-31 $4.4M 27k 162.86
2023-12-31 $4.5M 30k 149.50

More positions owned by Family Wealth Partners

Lpl Financial Holdings (LPLA)
Ishares Tr Core S&p Ttl Stk (ITOT)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds Small Cp Etf (VB)
Dimensional Etf Trust Us High Profitab (DUHP)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Index Fds Total Stk Mkt (VTI)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Ishares Tr Core Msci Intl (IDEV)
Dimensional Etf Trust Intl High Profit (DIHP)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Short Duration F (DFSD)
Vanguard Index Fds Value Etf (VTV)

View all positions for Family Wealth Partners

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