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Vanguard Value ETF shares owned by Personal Resources Investment & Strategic Management

Quarter-by-quarter ownership of Vanguard Value ETF (VTV) shares owned by Personal Resources Investment & Strategic Management from 13F filings

Historical chart of Personal Resources Investment & Strategic Management investment in Vanguard Value ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Value ETF held by Personal Resources Investment & Strategic Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Value ETF by Personal Resources Investment & Strategic Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $21M 113k 186.49
2025-06-30 $20M 110k 176.74
2025-03-31 $22M 127k 172.74
2024-12-31 $6.3M 37k 169.30
2024-09-30 $6.5M 37k 174.57
2024-06-30 $6.0M 38k 160.41
2024-03-31 $6.2M 38k 162.86
2023-12-31 $5.9M 39k 149.50
2023-09-30 $5.4M 39k 137.93
2023-06-30 $5.7M 40k 142.10
2023-03-31 $5.8M 42k 138.11
2022-12-31 $6.2M 45k 140.37
2022-09-30 $6.2M 51k 123.48
2022-06-30 $6.7M 51k 131.88
2022-03-31 $7.6M 51k 147.78
2021-12-31 $8.6M 58k 147.11
2021-09-30 $8.1M 60k 135.37
2021-06-30 $8.3M 61k 137.47
2021-03-31 $8.7M 66k 131.46
2020-12-31 $8.2M 69k 118.96
2020-09-30 $7.7M 73k 104.51
2020-06-30 $12M 117k 99.59
2020-03-31 $1.2M 14k 89.06
2019-12-31 $782k 6.5k 119.90
2019-09-30 $725k 6.5k 111.57
2019-06-30 $728k 6.6k 110.86
2019-03-31 $1.7M 16k 107.66
2018-12-31 $1.5M 16k 97.93
2018-09-30 $377k 3.6k 106.17
2018-06-30 $393k 3.7k 105.14
2018-03-31 $378k 3.7k 103.17
2017-12-31 $423k 4.0k 106.42

More positions owned by Personal Resources Investment & Strategic Management

Vanguard Value Etf Etf (VTV)
Dimensional International Value Etf Etf (DFIV)
First Trust Wcm International Equity Etf Etf (WCMI)
Columbia Em Core Ex-china Etf Etf (XCEM)
Wisdomtree Us Value Fund Of Benef Interest Etf (WTV)
Dimensional U.s. Targeted Value Etf Etf (DFAT)
Jpmorgan Active Value Etf Etf (JAVA)
Ishares Russell 1000 Value Etf Etf (IWD)
Jpmorgan Ultra-short Income Etf Etf (JPST)
First Trust Low Duration Opportunities Etf Etf (LMBS)
Invesco Water Resources Etf Etf (PHO)
Jpmorgan U.s. Quality Factor Etf Etf (JQUA)
Spdr S&p 500 Etf Trust Etf (SPY)
Spdr S&p China Etf Etf (GXC)
Invesco Qqq Trust Series I Etf (QQQ)

View all positions for Personal Resources Investment & Strategic Management

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