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Vanguard Value ETF shares owned by Independence Wealth Advisors

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

Historical chart of Independence Wealth Advisors investment in Vanguard Value ETF

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Value ETF by Independence Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $252k 1.3k 190.99

More positions owned by Independence Wealth Advisors

Simplify Exchange Traded Fun Managed Futures (CTA)
Select Sector Spdr Tr State Street Tec (XLK)
Spdr Gold Tr Gold Shs (GLD)
Spdr Series Trust State Street Spd (SPLG)
Select Sector Spdr Tr State Street Con (XLY)
Select Sector Spdr Tr State Street Hea (XLV)
Spdr Series Trust State Street Spd (SPTI)
Spdr Series Trust State Street Spd (SPTL)
Neos Etf Trust Neos S&p 500 Hi (SPYI)
Select Sector Spdr Tr State Street Con (XLP)
Select Sector Spdr Tr State Street Fin (XLF)
Abrdn Etfs Bbrg All Comd K1 (BCI)
Ishares Tr Msci Emg Mkt Etf (EEM)
Neos Etf Trust Nasdaq 100 High (QQQI)
Ishares Tr Russell 2000 Etf (IWM)

View all positions for Independence Wealth Advisors

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