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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

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Quarterly reported holdings in Vanguard Value ETF by MorganRosel Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $204k 1.2k 174.57

More positions owned by MorganRosel Wealth Management

Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Gold Tr Shares Represent (IAUM)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Ishares Tr Core S&p Ttl Stk (ITOT)
Vanguard Malvern Fds Core-plus Bd Etf (VPLS)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Schwab Strategic Tr Fundamental Intl (FNDF)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Wellington Us Value Factr (VFVA)
Vanguard Index Fds Sm Cp Val Etf (VBR)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)

View all positions for MorganRosel Wealth Management

Top funds holding Vanguard Value ETF

Bank of America Corporation
Jones Financial Companies, L.L
Morgan Stanley
International Assets Investment Management
Envestnet Asset Management
LPL Financial
Wells Fargo & Company
Tiaa Trust, National Association
Mill Creek Capital Advisors
Captrust Financial Advisors
Royal Bank of Canada
D.A. Davidson & Co.
Adviser Investments
Raymond James Financial Services Advisors
Bank of New York Mellon

View all funds holding Vanguard Value ETF