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Vanguard Value ETF shares owned by Gen-Wealth Partners

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

Historical chart of Gen-Wealth Partners investment in Vanguard Value ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Value ETF held by Gen-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 Gen-Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $300k 1.6k 186.49
2025-06-30 $238k 1.3k 176.75
2025-03-31 $190k 1.1k 172.71
2024-12-31 $256k 1.5k 169.29
2024-09-30 $260k 1.5k 173.29
2024-06-30 $70k 438 160.34
2024-03-31 $71k 434 162.94

More positions owned by Gen-Wealth Partners

Spdr Portfolio S&p 500 Etf Etf (SPLG)
Ishares U.s. Equity Factor Rotation Active Etf Etf (DYNF)
Ishares S&p 500 Growth Etf Etf (IVW)
Ishares Msci Usa Quality Factor Etf Etf (QUAL)
Ishares Msci Eafe Value Etf Etf (EFV)
Ishares Core S&p 500 Etf Etf (IVV)
Ishares Core Msci Emerging Markets Etf Etf (IEMG)
Ishares S&p 500 Value Etf Etf (IVE)
Invesco S&p 500 Top 50 Etf Etf (XLG)
Ishares U.s. Thematic Rotation Active Etf Etf (THRO)
Ishares A.i. Innovation And Tech Active Etf Etf (BAI)
Walmart Stock (WMT)
Microsoft Corp Stock (MSFT)
Caterpillar Stock (CAT)
Procter And Gamble Stock (PG)

View all positions for Gen-Wealth Partners

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