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Vanguard Value ETF shares owned by Sterling Investment Advisors

Quarter-by-quarter ownership of Vanguard Value ETF (VTV) shares owned by Sterling Investment Advisors from 13F filings

Historical chart of Sterling Investment Advisors investment in Vanguard Value ETF

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Value ETF by Sterling Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $9.9M 57k 174.57
2024-06-30 $9.1M 57k 160.41
2024-03-31 $9.2M 57k 162.86
2023-12-31 $7.8M 52k 149.50
2023-09-30 $5.2M 38k 137.93

More positions owned by Sterling Investment Advisors

Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Core Msci Emkt (IEMG)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Vanguard Index Fds Value Etf (VTV)
Ishares Jp Morgan Em Etf (LEMB)
Ishares Tr A Rate Cp Bd Etf (QLTA)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Ishares Tr Core 1 5 Yr Usd (ISTB)
Spdr Index Shs Fds Glb Nat Resrce (GNR)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Tips Bd Etf (TIP)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Iboxx Hi Yd Etf (HYG)

View all positions for Sterling Investment Advisors

Top funds holding Vanguard Value ETF

Bank of America Corporation
Morgan Stanley
International Assets Investment Management
Envestnet Asset Management
LPL Financial
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
Pnc Financial Services

View all funds holding Vanguard Value ETF