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Vanguard Value ETF shares owned by Moneta Group Investment Advisors

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

Historical chart of Moneta Group Investment Advisors investment in Vanguard Value ETF

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Value ETF by Moneta Group Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $602M 3.2M 186.49
2025-06-30 $318M 1.8M 176.74
2025-03-31 $309M 1.8M 172.74
2024-12-31 $290M 1.7M 169.30
2024-09-30 $277M 1.6M 174.57
2024-06-30 $242M 1.5M 160.41
2024-03-31 $242M 1.5M 162.86
2023-12-31 $176M 1.2M 149.50
2023-09-30 $148M 1.1M 137.93
2023-06-30 $144M 1.0M 142.10
2023-03-31 $131M 947k 138.11
2022-12-31 $106B 757M 140.37
2022-09-30 $86M 695k 123.48
2022-06-30 $88M 668k 131.88
2022-03-31 $75M 505k 147.78
2021-12-31 $64M 437k 147.11
2021-09-30 $55M 407k 135.37
2021-06-30 $51M 374k 137.46
2021-03-31 $45M 342k 131.46
2020-12-31 $23M 192k 118.96
2020-09-30 $20M 192k 104.51
2020-06-30 $19M 191k 99.59
2020-03-31 $15M 166k 89.06
2019-12-31 $16M 135k 119.85
2019-09-30 $16M 146k 111.62
2019-06-30 $15M 6.1k 2413.33
2019-03-31 $15M 139k 107.63
2018-12-31 $13M 128k 97.95
2018-09-30 $14M 129k 110.68
2018-06-30 $9.9M 131k 75.43
2018-03-31 $7.6M 74k 103.19
2017-12-31 $2.1M 20k 106.31
2017-09-30 $1.9M 19k 99.80
2017-06-30 $1.7M 18k 96.54
2015-09-30 $29k 378 76.72

More positions owned by Moneta Group Investment Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Large Cap Etf (VV)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Ishares Tr Core Msci Eafe (IEFA)
Archer Daniels Midland Company (ADM)
Apple (AAPL)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)

View all positions for Moneta Group Investment 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