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Vanguard Value ETF shares owned by Lifeworks Advisors

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

Historical chart of Lifeworks Advisors investment in Vanguard Value ETF

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Value ETF by Lifeworks Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.0M 11k 186.48
2025-06-30 $1.9M 11k 176.74
2025-03-31 $1.4M 8.3k 172.74
2024-12-31 $1.6M 9.3k 169.30
2024-09-30 $1.8M 10k 174.57

More positions owned by Lifeworks Advisors

Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr Us Treas Bd Etf (GOVT)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Ishares Tr Mbs Etf (MBB)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Ishares Gold Tr Ishares New (IAU)
Fidelity Covington Trust Msci Info Tech I (FTEC)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Microsoft Corporation (MSFT)
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)
Abbvie (ABBV)
Spdr Gold Tr Gold Shs (GLD)
Seagate Technology Hldngs Pl Ord Shs (STX)
Apple (AAPL)
Johnson & Johnson (JNJ)

View all positions for Lifeworks Advisors

Top funds holding Vanguard Value ETF

Jones Financial Companies, L.L
Morgan Stanley
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

View all funds holding Vanguard Value ETF