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Vanguard Value ETF shares owned by Proactive Wealth Strategies

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

Historical chart of Proactive Wealth Strategies investment in Vanguard Value ETF

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Value ETF by Proactive Wealth Strategies

Quarter filed Position value Share count Share price at filing
2025-12-31 $367k 1.9k 191.00
2025-09-30 $313k 1.7k 186.48
2025-06-30 $277k 1.6k 176.66
2025-03-31 $285k 1.7k 172.62
2024-12-31 $261k 1.5k 169.37
2024-09-30 $243k 1.4k 174.95

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NVIDIA Corporation (NVDA)
RBB Us Treas 3 Mnth (TBIL)
Sprott Asset Management Physical Silver (PSLV)
Apple (AAPL)
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)
Palo Alto Networks (PANW)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl A (GOOGL)
First Tr Exchange-traded SHS (FVD)
Sprott Asset Management Physical Gold Tr (PHYS)
Eli Lilly & Co. (LLY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
First Tr Exchange-traded Indxx Aerospace (MISL)

View all positions for Proactive Wealth Strategies

Top funds holding Vanguard Value ETF

Jones Financial Companies, L.L
Envestnet Asset Management
UBS Group
Ameriprise Financial
LPL Financial
Wells Fargo & Company
Raymond James Financial
EP Wealth Advisors
Cetera Investment Advisers
Tiaa Trust, National Association
Captrust Financial Advisors
D.A. Davidson & Co.
Royal Bank of Canada
Mill Creek Capital Advisors
Mariner Wealth Advisors

View all funds holding Vanguard Value ETF