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Vanguard Value ETF shares owned by Forum Private Client Group

Quarter-by-quarter ownership of Vanguard Value ETF (VTV) shares owned by Forum Private Client Group from 13F filings

Historical chart of Forum Private Client Group investment in Vanguard Value ETF

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Value ETF by Forum Private Client Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $211k 1.1k 186.48
2025-06-30 $222k 1.3k 176.68
2025-03-31 $227k 1.3k 172.69
2024-12-31 $223k 1.3k 169.30
2024-09-30 $230k 1.3k 174.57
2024-03-31 $215k 1.3k 162.86
2023-12-31 $204k 1.4k 149.50

More positions owned by Forum Private Client Group

Vanguard Whitehall Fds High Div Yld (VYM)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Mid Cap Etf (VO)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Ishares Tr Core Intl Aggr (IAGG)
Spdr Series Trust Portfolio Intrmd (SPIB)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Core Us Aggbd Et (AGG)

View all positions for Forum Private Client 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