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Vanguard Value ETF shares owned by Lynch Investment Planning

Quarter-by-quarter ownership of Vanguard Value ETF (VTV) shares owned by Lynch Investment Planning from 13F filings

Historical chart of Lynch Investment Planning investment in Vanguard Value ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Value ETF held by Lynch Investment Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Value ETF by Lynch Investment Planning

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.4M 7.4k 190.99

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Pimco Etf Tr Active Bd Etf (BOND)
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Dimensional Etf Trust Us High Profitab (DUHP)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr S&p 100 Etf (OEF)
Ishares Tr Core Msci Eafe (IEFA)
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)
Ishares Tr Core Div Grwth (DGRO)
Ishares Tr Core S&p Scp Etf (IJR)
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)
Alphabet Cap Stk Cl A (GOOGL)
Apple (AAPL)
Ishares Tr Core S&p Mcp Etf (IJH)

View all positions for Lynch Investment Planning

Top funds holding Vanguard Value ETF

Jones Financial Companies, L.L
Envestnet Asset Management
UBS Group
Ameriprise Financial
LPL Financial
Wells Fargo & Company
Raymond James Financial
EP Wealth Advisors
Cetera Investment Advisers
Tiaa Trust, National Association
Captrust Financial Advisors
D.A. Davidson & Co.
Royal Bank of Canada
Mill Creek Capital Advisors
Betterment

View all funds holding Vanguard Value ETF