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Vanguard Value ETF shares owned by GeoWealth Management

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

Historical chart of GeoWealth Management investment in Vanguard Value ETF

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Value ETF by GeoWealth Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $316k 2.0k 160.41
2024-03-31 $227M 1.4k 162859.91
2023-06-30 $7.0k 49 142.86
2020-06-30 $0 5.0k 0.00
2019-09-30 $21M 186k 111.62

More positions owned by GeoWealth Management

Ishares Tr Core Total Usd (IUSB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Large Cap Etf (VV)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Vanguard Index Fds Total Stk Mkt (VTI)
Exchange Listed Fds Tr Cabana Target 10 (TDSC)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Exchange Listed Fds Tr Cabana Moderate (CLSM)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)
Ishares Tr Core Intl Aggr (IAGG)
Dimensional Etf Trust World Ex Us Core (DFAX)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)

View all positions for GeoWealth Management

Top funds holding Vanguard Value ETF

Bank of America Corporation
Morgan Stanley
Envestnet Asset Management
LPL Financial
Wells Fargo & Company
Tiaa Trust, National Association
Mill Creek Capital Advisors
Captrust Financial Advisors
Royal Bank of Canada
D.A. Davidson & Co.
Adviser Investments
Bank of New York Mellon
Raymond James Financial Services Advisors
Pnc Financial Services
Mariner Wealth Advisors

View all funds holding Vanguard Value ETF