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Vanguard Value ETF shares owned by Genesis Financial Group

Quarter-by-quarter ownership of Vanguard Value ETF (VTV) shares owned by Genesis Financial Group from 13F filings

Historical chart of Genesis Financial Group investment in Vanguard Value ETF

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Value ETF by Genesis Financial Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $2.8M 15k 190.99

More positions owned by Genesis Financial Group

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Visa Com Cl A (V)
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View all positions for Genesis Financial Group

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
Cetera Investment Advisers
Tiaa Trust, National Association
Captrust Financial Advisors
Royal Bank of Canada
D.A. Davidson & Co.
Mill Creek Capital Advisors
Betterment
Mariner Wealth Advisors

View all funds holding Vanguard Value ETF