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Vanguard Value ETF shares owned by Powell Investment Advisors

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

Historical chart of Powell Investment Advisors investment in Vanguard Value ETF

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Value ETF by Powell Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $170k 973 174.57
2024-06-30 $157k 973 161.42
2022-06-30 $66k 500 132.00
2022-03-31 $0 0 0.00

More positions owned by Powell Investment Advisors

Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Rus 2000 Val Etf (IWN)
Ishares Tr Rus 2000 Grw Etf (IWO)
Ishares Tr Select Divid Etf (DVY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr Rus Mdcp Val Etf (IWS)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Amazon (AMZN)
Apple (AAPL)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
United Sts Oil Units (USO)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Goldman Sachs (GS)

View all positions for Powell Investment Advisors

Top funds holding Vanguard Value ETF

Bank of America Corporation
Jones Financial Companies, L.L
Morgan Stanley
International Assets Investment Management
Envestnet Asset Management
LPL Financial
Wells Fargo & Company
Tiaa Trust, National Association
Mill Creek Capital Advisors
Captrust Financial Advisors
Royal Bank of Canada
D.A. Davidson & Co.
Adviser Investments
Raymond James Financial Services Advisors
Bank of New York Mellon

View all funds holding Vanguard Value ETF