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Vanguard Value ETF shares owned by MOKAN Wealth Management

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

Historical chart of MOKAN Wealth Management investment in Vanguard Value ETF

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

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Quarterly reported holdings in Vanguard Value ETF by MOKAN Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.1M 17k 186.44
2025-06-30 $2.0M 12k 176.80
2025-03-31 $1.8M 10k 172.84
2024-12-31 $1.6M 9.3k 169.46

More positions owned by MOKAN Wealth Management

Vanguard Scottsdale Fds Short Term Treas (VGSH)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Spdr Series Trust Bloomberg 3-12 M (BILS)
Vanguard World Inf Tech Etf (VGT)
Broadcom (AVGO)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Apple (AAPL)
Vanguard Index Fds Growth Etf (VUG)
Microsoft Corporation (MSFT)
Wal-Mart Stores (WMT)
Amazon (AMZN)
Merck & Co (MRK)
Abbvie (ABBV)
McDonald's Corporation (MCD)
NVIDIA Corporation (NVDA)

View all positions for MOKAN Wealth Management

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