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Vanguard Value ETF shares owned by One Wealth Capital Management

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

Historical chart of One Wealth Capital Management investment in Vanguard Value ETF

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Value ETF by One Wealth Capital Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $395k 1.8k 217.94
2024-12-31 $537k 3.2k 169.30

More positions owned by One Wealth Capital Management

Microsoft Corporation Put Option (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Core Univrsl Usd (IUSB)
Broadcom Put Option (AVGO)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr S&p 500 Grwt Etf (IVW)
NVIDIA Corporation (NVDA)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Core Msci Emkt (IEMG)
Alphabet Cap Stk Cl A Put Option (GOOGL)
Ishares Tr Long Term Muni (LMUB)
Alphabet Cap Stk Cl C Put Option (GOOG)
Ishares Tr Eafe Grwth Etf (EFG)
Amazon Put Option (AMZN)

View all positions for One Wealth Capital Management

Top funds holding Vanguard Value ETF

Bank of America Corporation
Jones Financial Companies, L.L
Morgan Stanley
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.

View all funds holding Vanguard Value ETF