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Vanguard Value ETF shares owned by Fourth Dimension Wealth

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

Historical chart of Fourth Dimension Wealth investment in Vanguard Value ETF

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

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Quarterly reported holdings in Vanguard Value ETF by Fourth Dimension Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $4.3M 22k 190.99
2025-09-30 $4.2M 23k 186.49
2025-06-30 $4.2M 24k 176.74
2025-03-31 $5.6M 33k 172.74
2024-12-31 $5.5M 33k 169.30

More positions owned by Fourth Dimension Wealth

Apple Common Stock (AAPL)
State Street MF Closed and MF Open (SPTM)
State Street MF Closed and MF Open (XLK)
Janus Henderson MF Closed and MF Open (JMBS)
Nvidia Corp Common Stock (NVDA)
State Street MF Closed and MF Open (SPTI)
Spdr Dow MF Closed and MF Open (DIA)
Vanguard Growth MF Closed and MF Open (VUG)
Amazon Common Stock (AMZN)
Spdr Developed MF Closed and MF Open (SPDW)
Goldman Sachs MF Closed and MF Open (GSLC)
State Street MF Closed and MF Open (SPTS)
Invesco Qqq MF Closed and MF Open (QQQ)
State Street MF Closed and MF Open (XLF)
State Street MF Closed and MF Open (XLV)

View all positions for Fourth Dimension Wealth

Top funds holding Vanguard Value ETF

Jones Financial Companies, L.L
Envestnet Asset Management
UBS Group
Ameriprise Financial
LPL Financial
Raymond James Financial
Wells Fargo & Company
EP Wealth Advisors
Cetera Investment Advisers
Tiaa Trust, National Association
Captrust Financial Advisors
D.A. Davidson & Co.
Royal Bank of Canada
Mill Creek Capital Advisors
Mariner Wealth Advisors

View all funds holding Vanguard Value ETF