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Vanguard Value ETF shares owned by Mosaic Financial Group

Quarter-by-quarter ownership of Vanguard Value ETF (VTV) shares owned by Mosaic Financial Group from 13F filings

Historical chart of Mosaic Financial Group investment in Vanguard Value ETF

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

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Quarterly reported holdings in Vanguard Value ETF by Mosaic Financial Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $327k 1.9k 174.77
2024-06-30 $300k 1.9k 160.34
2024-03-31 $305k 1.9k 163.01

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View all positions for Mosaic Financial Group

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