Sterling Group Wealth Management »

Vanguard Value ETF shares owned by Sterling Group Wealth Management

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

Historical chart of Sterling Group Wealth Management investment in Vanguard Value ETF

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Vanguard Value ETF by Sterling Group Wealth Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $4.7M 29k 160.41
2023-12-31 $10M 67k 149.50
2023-09-30 $9.5M 69k 137.93
2023-06-30 $17M 116k 142.10
2023-03-31 $16M 116k 138.11
2022-12-31 $18M 130k 140.37

More positions owned by Sterling Group Wealth Management

Spdr Ser Tr Portfolio S&p500 (SPLG)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr Global Tech Etf (IXN)
Apple (AAPL)
Workday Cl A (WDAY)
Vanguard Index Fds Value Etf (VTV)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Spdr Index Shs Fds Msci Acwi Exus (CWI)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Lpl Financial Holdings (LPLA)
Fs Kkr Capital Corp (FSK)

View all positions for Sterling Group Wealth Management

Top funds holding Vanguard Value ETF

Bank of America Corporation
Jones Financial Companies, L.L
Morgan Stanley
Envestnet Asset Management
UBS Group
Ameriprise Financial
LPL Financial
Betterment
Wells Fargo & Company
Tiaa Trust, National Association
Mill Creek Capital Advisors
Captrust Financial Advisors
Royal Bank of Canada
D.A. Davidson & Co.
FMR

View all funds holding Vanguard Value ETF