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Vanguard Value ETF shares owned by Optimal Asset Management

Quarter-by-quarter ownership of Vanguard Value ETF (VTV) shares owned by Optimal Asset Management from 13F filings

Historical chart of Optimal Asset Management investment in Vanguard Value ETF

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

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Quarterly reported holdings in Vanguard Value ETF by Optimal Asset Management

Quarter filed Position value Share count Share price at filing
2021-09-30 $368k 2.7k 135.34
2021-06-30 $720k 5.2k 137.61
2021-03-31 $700k 5.3k 131.43
2020-12-31 $628k 5.3k 119.03

More positions owned by Optimal Asset Management

Wal-Mart Stores (WMT)
Fortinet (FTNT)
Omni (OMC)
Adobe Systems Incorporated (ADBE)
Broadridge Financial Solutions (BR)
Qorvo (QRVO)
Metropcs Communications (TMUS)
Clorox Company (CLX)
Eli Lilly & Co. (LLY)
Oracle Corporation (ORCL)
Charter Communications Inc N Cl A (CHTR)
Akamai Technologies (AKAM)
Tyler Technologies (TYL)
Fiserv (FI)
AutoZone (AZO)

View all positions for Optimal Asset Management

Top funds holding Vanguard Value ETF

Bank of America Corporation
Jones Financial Companies, L.L
Envestnet Asset Management
UBS Group
Ameriprise Financial
LPL Financial
Tiaa Trust, National Association
Wells Fargo & Company
Betterment
Mill Creek Capital Advisors
Captrust Financial Advisors
Royal Bank of Canada
D.A. Davidson & Co.
Adviser Investments
FMR

View all funds holding Vanguard Value ETF