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Vanguard Value ETF shares owned by NRI Wealth Management LC

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

Historical chart of NRI Wealth Management LC investment in Vanguard Value ETF

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Value ETF by NRI Wealth Management LC

Quarter filed Position value Share count Share price at filing
2025-06-30 $208k 1.2k 176.74
2025-03-31 $224k 1.3k 172.74
2023-12-31 $319k 2.1k 149.48

More positions owned by NRI Wealth Management LC

Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard World Inf Tech Etf (VGT)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Total Stk Mkt (VTI)
Apple (AAPL)
Amazon (AMZN)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Netflix (NFLX)
Microsoft Corporation (MSFT)
Vanguard World Financials Etf (VFH)
Meta Platforms Cl A (META)
Intuitive Surgical Com New (ISRG)
Chipotle Mexican Grill (CMG)
Alphabet Cap Stk Cl C (GOOG)

View all positions for NRI Wealth Management LC

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