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Vanguard Value ETF shares owned by Helen Stephens Group

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

Historical chart of Helen Stephens Group investment in Vanguard Value ETF

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Value ETF by Helen Stephens Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.1M 6.1k 174.56
2024-06-30 $980k 6.1k 160.41

More positions owned by Helen Stephens Group

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Dimensional Etf Trust Intl Core Equity (DFIC)
Ishares Tr Core S&p Us Gwt (IUSG)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Specialized Funds Div App Etf (VIG)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
J P Morgan Exchange Traded F Municipal Etf (JMUB)
Dimensional Etf Trust Us Real Estate E (DFAR)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Shrt Nat Mun Etf (SUB)

View all positions for Helen Stephens Group

Top funds holding Vanguard Value ETF

Bank of America Corporation
Jones Financial Companies, L.L
Morgan Stanley
International Assets Investment Management
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
Raymond James Financial Services Advisors
Bank of New York Mellon

View all funds holding Vanguard Value ETF