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Vanguard Value ETF shares owned by LM Advisors

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

Historical chart of LM Advisors investment in Vanguard Value ETF

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Value ETF by LM Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.1M 14k 157.35
2024-03-31 $2.6M 17k 150.15
2023-12-31 $3.0M 20k 149.50

More positions owned by LM Advisors

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Apple (AAPL)
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Microsoft Corporation (MSFT)
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Vanguard World Fd Health Car Etf Etf (VHT)
Invesco Exchange Traded Fd T S&p500 Eql Wgt Etf (RSP)

View all positions for LM Advisors

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