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Vanguard Value ETF shares owned by Navis Wealth Advisors

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

Historical chart of Navis Wealth Advisors investment in Vanguard Value ETF

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Value ETF by Navis Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $268k 1.4k 186.47
2025-06-30 $253k 1.4k 176.76
2025-03-31 $259k 1.5k 172.80

More positions owned by Navis Wealth Advisors

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Zscaler Incorporated (ZS)
NVIDIA Corporation (NVDA)
Kla Corp Com New (KLAC)
Ishares Tr S&p 500 Grwt Etf (IVW)
Proshares Tr S&p 500 Dv Arist (NOBL)
JPMorgan Chase & Co. (JPM)
Ishares Tr Core S&p500 Etf (IVV)
Select Sector Spdr Tr Sbi Cons Stpls (XLP)
Goldman Sachs (GS)
Amazon (AMZN)
Vanguard Specialized Funds Div App Etf (VIG)

View all positions for Navis Wealth 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