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Private Wealth Management Group »

Vanguard Value ETF shares owned by Private Wealth Management Group

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

Historical chart of Private Wealth Management Group investment in Vanguard Value ETF

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Value ETF by Private Wealth Management Group

Quarter filed	Position value	Share count	Share price at filing
2024-09-30	$260k	1.5k	174.56
2024-03-31	$127k	779	162.86
2023-12-31	$117k	779	149.50

More positions owned by Private Wealth Management Group

Dimensional Etf Trust Us Core Equity 2 (DFAC)

Vanguard Scottsdale Fds Inter Term Treas (VGIT)

Dimensional Etf Trust Intl Core Equity (DFIC)

Dimensional Etf Trust Us Small Cap Val (DFSV)

Dimensional Etf Trust Global Real Est (DFGR)

Dimensional Etf Trust Us Equity Market (DFUS)

Ishares Tr National Mun Etf (MUB)

Dimensional Etf Trust Emerging Mkts Co (DFEM)

Spdr Ser Tr S&p 400 Mdcp Val (MDYV)

Dimensional Etf Trust Intl Small Cap V (DISV)

American Centy Etf Tr Us Sml Cp Valu (AVUV)

American Centy Etf Tr Intl Smcp Vlu (AVDV)

Ishares Tr Shrt Nat Mun Etf (SUB)

Dimensional Etf Trust Us Targeted Vlu (DFAT)

Dimensional Etf Trust Us Core Eqt Mkt (DFAU)

View all positions for Private Wealth Management Group

Top funds holding Vanguard Value ETF

Bank of America Corporation

International Assets Investment Management

Envestnet Asset Management

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

Pnc Financial Services

View all funds holding Vanguard Value ETF

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