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Vanguard Value ETF shares owned by Morrissey Wealth Management

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

Historical chart of Morrissey Wealth Management investment in Vanguard Value ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Value ETF held by Morrissey 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 Morrissey Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $272k 1.3k 217.31

More positions owned by Morrissey Wealth Management

Spdr Series Trust St Str P500etf (SPYM)
Spdr Series Trust St Str P500val (SPYV)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
J P Morgan Exchange Traded F Active Bond Etf (JBND)
Spdr Series Trust ST STR SP600 SML (SPSM)
Spdr Series Trust ST STR P500GRW (SPYG)
Vanguard World Mega Grwth Ind (MGK)
Spdr Series Trust St Str P400mid (SPMD)
Spdr Series Trust St Term High Etf (SJNK)
Spdr Series Trust St Lon Treas Etf (SPTL)
Ishares Tr 0-3 Mth Treasury (SGOV)
Spdr Series Trust ST STR SP600SM C (SLYV)
Marriott Intl Cl A (MAR)
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)
Vanguard World Mega Cap Val Etf (MGV)

View all positions for Morrissey Wealth Management

Top funds holding Vanguard Value ETF

Bank of America Corporation
Jones Financial Companies, L.L
Envestnet Asset Management
UBS Group
LPL Financial
Ameriprise Financial
Raymond James Financial
EP Wealth Advisors
Wells Fargo & Company
Cetera Investment Advisers
Tiaa-cref Individual & Institutional Services
Captrust Financial Advisors
Royal Bank of Canada
D.A. Davidson & Co.
Pathstone Holdings

View all funds holding Vanguard Value ETF