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Schwallier Wealth Management »

Vanguard Value ETF shares owned by Schwallier Wealth Management

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

Historical chart of Schwallier Wealth Management investment in Vanguard Value ETF

Tip: Access up to 7 years of quarterly data

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

Quarter filed	Position value	Share count	Share price at filing
2024-09-30	$14M	79k	174.57
2024-06-30	$12M	74k	160.41
2024-03-31	$12M	74k	162.86
2023-12-31	$8.3M	56k	149.50

More positions owned by Schwallier Wealth Management

Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)

J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)

Vanguard Index Fds Value Etf (VTV)

Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)

Wisdomtree Tr Yield Enhancd Us (AGGY)

First Tr Exchange-traded First Tr Enh New (FTSM)

Vanguard Bd Index Fds Total Bnd Mrkt (BND)

Invesco Exch Traded Fd Tr Ii S&p Smlcap Qty (XSHQ)

Schwab Strategic Tr Intl Eqty Etf (SCHF)

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)

Vanguard Malvern Fds Strm Infproidx (VTIP)

Spdr Ser Tr Portfolio S&p500 (SPLG)

Vanguard Index Fds Sm Cp Val Etf (VBR)

Vanguard Index Fds Mcap Vl Idxvip (VOE)

Spdr Ser Tr Bloomberg High Y (JNK)

View all positions for Schwallier Wealth Management

Top funds holding Vanguard Value ETF

Bank of America Corporation

Jones Financial Companies, L.L

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

View all funds holding Vanguard Value ETF

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