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Vanguard Value ETF shares owned by Stokes Family Office

Quarter-by-quarter ownership of Vanguard Value ETF (VTV) shares owned by Stokes Family Office from 13F filings

Historical chart of Stokes Family Office investment in Vanguard Value ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Value ETF held by Stokes Family Office consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Value ETF by Stokes Family Office

Quarter filed Position value Share count Share price at filing
2023-12-31 $662k 4.4k 149.49
2023-09-30 $345k 2.5k 137.93
2022-09-30 $417k 3.4k 123.56
2022-06-30 $445k 3.4k 131.85
2022-03-31 $499k 3.4k 147.85

More positions owned by Stokes Family Office

Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr U S Equity Factr (LRGF)
Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Intl Eqty Factor (INTF)
Ishares Tr Core Total Usd (IUSB)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr S&p 100 Etf (OEF)
Alphabet Cap Stk Cl C (GOOG)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Vanguard Whitehall Fds High Div Yld (VYM)
Johnson & Johnson (JNJ)
Ea Series Trust Us Quan Momentum (QMOM)

View all positions for Stokes Family Office

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