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Vanguard Value ETF shares owned by Phoenix Wealth Advisors

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

Historical chart of Phoenix Wealth Advisors investment in Vanguard Value ETF

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Value ETF by Phoenix Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $206k 1.1k 196.20
2021-09-30 $137k 1.0k 135.51
2021-06-30 $139k 1.0k 137.49
2021-03-31 $80k 605 132.23
2020-12-31 $72k 605 119.01

More positions owned by Phoenix Wealth Advisors

J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr International Sl (ISCF)
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)
Ishares Tr Us Treas Bd Etf (GOVT)
Apple (AAPL)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p Us Gwt (IUSG)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Spdr Series Trust State Street Spd (SPYV)
Spdr Index Shs Fds State Street Spd (SPEM)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Wal-Mart Stores (WMT)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Phoenix Wealth Advisors

Top funds holding Vanguard Value ETF

Bank of America Corporation
Jones Financial Companies, L.L
Morgan Stanley
Envestnet Asset Management
UBS Group
Ameriprise Financial
LPL Financial
Raymond James Financial
Wells Fargo & Company
EP Wealth Advisors
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