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Vanguard Value ETF shares owned by Omnia Family Wealth

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

Historical chart of Omnia Family Wealth investment in Vanguard Value ETF

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Value ETF by Omnia Family Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $507k 2.7k 190.99
2024-12-31 $575k 3.3k 174.58
2024-09-30 $575k 3.3k 174.58

More positions owned by Omnia Family Wealth

Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Spdr Gold Tr Gold Shs (GLD)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Msci Eafe (IEFA)
Apple (AAPL)
Ishares Gold Tr Ishares New (IAU)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Latn Amer 40 Etf (ILF)
Ares Management Corporation Cl A Com Stk (ARES)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Omnia Family Wealth

Top funds holding Vanguard Value ETF

Jones Financial Companies, L.L
Envestnet Asset Management
UBS Group
Ameriprise Financial
LPL Financial
Raymond James Financial
Valpey Financial Services
Wells Fargo & Company
EP Wealth Advisors
Cetera Investment Advisers
Tiaa Trust, National Association
Captrust Financial Advisors
D.A. Davidson & Co.
Royal Bank of Canada
Mill Creek Capital Advisors

View all funds holding Vanguard Value ETF