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Vanguard Value ETF shares owned by Pines Wealth Management

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

Historical chart of Pines Wealth Management investment in Vanguard Value ETF

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Value ETF by Pines Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $667k 3.6k 186.49
2025-06-30 $648k 3.6k 179.63
2025-03-31 $390k 2.5k 153.67
2024-12-31 $451k 2.7k 167.73

More positions owned by Pines Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Apple (AAPL)
Amazon (AMZN)
Ishares Tr National Mun Etf (MUB)
Abrdn Precious Metals Basket Physcl Precs Met (GLTR)
Broadcom (AVGO)
Vanguard Bd Index Fds Short Trm Bond (BSV)
JPMorgan Chase & Co. (JPM)
Wal-Mart Stores (WMT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Alphabet Cap Stk Cl C (GOOG)
Ishares Tr Ishs 1-5yr Invs (IGSB)

View all positions for Pines Wealth 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