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Vanguard Value ETF shares owned by GoalFusion Wealth Management

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

Historical chart of GoalFusion Wealth Management investment in Vanguard Value ETF

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Value ETF by GoalFusion Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $6.2M 38k 162.86
2023-12-31 $5.6M 37k 149.50
2023-09-30 $5.0M 36k 137.93
2023-06-30 $4.9M 35k 142.10
2023-03-31 $4.5M 32k 138.11

More positions owned by GoalFusion Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds Value Etf (VTV)
Vanguard World Fds Energy Etf (VDE)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Spdr Gold Tr Gold Shs (GLD)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Apple (AAPL)
Microsoft Corporation (MSFT)

View all positions for GoalFusion Wealth Management

Top funds holding Vanguard Value ETF

Bank of America Corporation
Betterment
UBS Group
Wells Fargo & Company
Goldman Sachs Group
Tiaa Trust, National Association
Royal Bank of Canada
D.A. Davidson & Co.
Captrust Financial Advisors
Adviser Investments
Pnc Financial Services
Bank of New York Mellon
Raymond James Financial Services Advisors
Branch Banking & Trust Company
Mariner Wealth Advisors

View all funds holding Vanguard Value ETF