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Vanguard Value ETF shares owned by Five Pine Wealth Management

Quarter-by-quarter ownership of Vanguard Value ETF (VTV) shares owned by Five Pine Wealth Management from 13F filings

Historical chart of Five Pine Wealth Management investment in Vanguard Value ETF

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

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Quarterly reported holdings in Vanguard Value ETF by Five Pine Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $12M 63k 186.49
2025-06-30 $11M 62k 176.98
2025-03-31 $10M 60k 172.74
2024-12-31 $8.9M 53k 169.30

More positions owned by Five Pine Wealth Management

Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Mid Cap Etf (VO)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Vanguard Scottsdale Fds Total Wld Bd Etf (BNDW)
Vanguard Index Fds Extend Mkt Etf (VXF)
Ishares Gold Tr Ishares New (IAU)

View all positions for Five Pine Wealth Management

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