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Vanguard Value ETF shares owned by Sound View Wealth Advisors

Quarter-by-quarter ownership of Vanguard Value ETF (VTV) shares owned by Sound View Wealth Advisors from 13F filings

Historical chart of Sound View Wealth Advisors investment in Vanguard Value ETF

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

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Quarterly reported holdings in Vanguard Value ETF by Sound View Wealth Advisors

Quarter filed Position value Share count Share price at filing
2019-03-31 $2.2M 20k 107.62
2018-12-31 $2.1M 22k 97.95

More positions owned by Sound View Wealth Advisors

Johnson & Johnson (JNJ)
Procter & Gamble Company (PG)
Coca-Cola Company (KO)
Verizon Communications (VZ)
Apple (AAPL)
Intel Corporation (INTC)
Microsoft Corporation (MSFT)
McDonald's Corporation (MCD)
Home Depot (HD)
Pfizer (PFE)
Exxon Mobil Corporation (XOM)
iShares Dow Jones Select Dividend (DVY)
JPMorgan Chase & Co. (JPM)
Kimberly-Clark Corporation (KMB)
Southern Company (SO)

View all positions for Sound View Wealth Advisors

Top funds holding Vanguard Value ETF

Bank of America Corporation
Betterment
UBS Group
Wells Fargo & Company
Goldman Sachs Group
Tiaa Trust, National Association
Royal Bank of Canada
D.A. Davidson & Co.
Captrust Financial Advisors
Pnc Financial Services
Adviser Investments
Bank of New York Mellon
Raymond James Financial Services Advisors
Branch Banking & Trust Company
Mariner Wealth Advisors

View all funds holding Vanguard Value ETF