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Vanguard Value ETF shares owned by Southern Wealth Management

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

Historical chart of Southern Wealth Management investment in Vanguard Value ETF

Tip: Access up to 7 years of quarterly data

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

Quarter filed Position value Share count Share price at filing
2023-03-31 $4.4M 32k 138.11
2022-12-31 $9.8M 70k 140.37
2022-09-30 $7.1M 51k 137.98
2022-06-30 $2.1M 16k 131.89
2022-03-31 $2.7M 19k 147.80
2021-12-31 $1.3M 9.1k 147.07
2021-09-30 $6.0M 45k 135.38
2021-06-30 $6.2M 44k 140.17
2021-03-31 $5.7M 43k 131.47
2020-12-31 $5.2M 44k 118.95
2020-09-30 $4.4M 42k 104.52
2020-06-30 $4.1M 42k 99.58
2020-03-31 $3.6M 41k 89.06
2019-12-31 $9.4M 78k 119.85

More positions owned by Southern Wealth Management

Ishares Core Msci Eafe Etf Core Msci Eafe (IEFA)
Schwab Intl Small Cap Etf Intl Sceqt Etf (SCHC)
Vanguard Growth Etf Growth Etf (VUG)
Ishares Core Msci Emerging Markets Etf Core Msci Emkt (IEMG)
Ishares Russell 1000 Growth Etf Rus 1000 Grw Etf (IWF)
Vanguard S&p 500 Etf S&p 500 Etf (VOO)
Ishares Msci Emerging Markets Min Vol Factor Etf Min Vol Emrg Mkt (EEMV)
Vanguard Index Fds Mid-cap Value Index Viper Shs Etf Mcap Vl Idxvip (VOE)
Vanguard Extended Market Etf Extend Mkt Etf (VXF)
Ishares Msci Emerging Markets Etf Msci Emg Mkt Etf (EEM)
Ishares Russell 2000 Etf Russell 2000 Etf (IWM)
Ishares Russell Midcap Value Index Rus Mdcp Val Etf (IWS)
Ishares Tr Msci Usa Minimum Volatility Index Msci Min Vol Etf (USMV)
Ishares Msci Eafe Small Cap Etf Eafe Sml Cp Etf (SCZ)
Vanguard Value Etf Value Etf (VTV)

View all positions for Southern Wealth Management

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
Adviser Investments
Pnc Financial Services
Bank of New York Mellon
Raymond James Financial Services Advisors
Branch Banking & Trust Company
Mariner Wealth Advisors

View all funds holding Vanguard Value ETF