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Vanguard Value ETF shares owned by MGO Private Wealth

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

Historical chart of MGO Private Wealth investment in Vanguard Value ETF

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Value ETF by MGO Private Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $5.7M 35k 162.86
2023-12-31 $5.1M 34k 149.50
2023-09-30 $4.7M 34k 137.93
2023-06-30 $4.1M 29k 142.10
2023-03-31 $1.4M 10k 138.12
2022-09-30 $248k 2.0k 123.57

More positions owned by MGO Private Wealth

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)
Vanguard Index Fds Value Etf (VTV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)
Apple (AAPL)
Global X Fds Us Infr Dev Etf (PAVE)
Blackstone Secd Lending Common Stock (BXSL)
Vanguard Index Fds Mid Cap Etf (VO)

View all positions for MGO Private Wealth

Top funds holding Vanguard Value ETF

Bank of America Corporation
Betterment
UBS Group
Wells Fargo & Company
Goldman Sachs Group
Tiaa Trust, National Association
Royal Bank of Canada
D.A. Davidson & Co.
Captrust Financial Advisors
Adviser Investments
Pnc Financial Services
Bank of New York Mellon
Raymond James Financial Services Advisors
Branch Banking & Trust Company
Mariner Wealth Advisors

View all funds holding Vanguard Value ETF