MorganRosel Wealth Management »

Vanguard Value ETF shares owned by MorganRosel Wealth Management

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

Historical chart of MorganRosel Wealth Management investment in Vanguard Value ETF

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Vanguard Value ETF by MorganRosel Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $234k 1.3k 186.49
2025-06-30 $206k 1.2k 176.74
2025-03-31 $202k 1.2k 172.74
2024-09-30 $204k 1.2k 174.57

More positions owned by MorganRosel Wealth Management

Vanguard Total Stock Market Etf Etf (VTI)
Schwab International Equity Etf Etf (SCHF)
Spdr S&p 500 Etf Trust Etf (SPY)
Pimco Active Bond Exchange-traded Fund Etf (BOND)
Ishares Msci Usa Min Vol Factor Etf Etf (USMV)
Schwab Emerging Markets Equity Etf Etf (SCHE)
Vanguard Mid-cap Etf Etf (VO)
Vanguard Core Plus Bond Etf Etf (VPLS)
Ishares Gold Trust Micro Etf Of Benef Interest Etf (IAUM)
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)
Schwab Us Aggregate Bond Etf Etf (SCHZ)
Vanguard Mid-cap Growth Etf Etf (VOT)
Invesco Qqq Trust Series I Etf (QQQ)
Vanguard S&p 500 Etf Etf (VOO)
Schwab Fundamental International Equity Etf Etf (FNDF)

View all positions for MorganRosel 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