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Vanguard Value ETF shares owned by Refined Wealth Management

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

Historical chart of Refined Wealth Management investment in Vanguard Value ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Value ETF held by Refined 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 Refined Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $12M 65k 186.49
2025-06-30 $12M 65k 176.74
2025-03-31 $11M 64k 172.74

More positions owned by Refined Wealth Management

Coinbase Global Com Cl A (COIN)
Vanguard World Esg Intl Stk Etf (VSGX)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds Value Etf (VTV)
Bitwise Bitcoin Etf Tr Shs Ben Int (BITB)
Ssga Active Etf Tr Blackstone Senr (SRLN)
Enovix Corp (ENVX)
Vanguard Bd Index Fds Intermed Term (BIV)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)
Overstock (BBBY)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Small Cp Etf (VB)

View all positions for Refined 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