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Vanguard Value ETF shares owned by Stone Wealth Partners

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

Historical chart of Stone Wealth Partners investment in Vanguard Value ETF

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Value ETF by Stone Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $5.1M 27k 190.99

More positions owned by Stone Wealth Partners

Spdr Series Trust State Street Spd (SPYG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard World Mega Grwth Ind (MGK)
Ishares Tr S&P SML 600 GWT (IJT)
Ishares Tr Rus Md Cp Gr Etf (IWP)
First Tr Exchange-traded First Tr Enh New (FTSM)
Spdr Series Trust State Street Spd (BIL)
Alphabet Cap Stk Cl C (GOOG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
First Tr Exchange-traded Smid Risng Etf (SDVY)
Apple (AAPL)

View all positions for Stone Wealth Partners

Top funds holding Vanguard Value ETF

Jones Financial Companies, L.L
Envestnet Asset Management
UBS Group
Ameriprise Financial
LPL Financial
Wells Fargo & Company
Raymond James Financial
EP Wealth Advisors
Cetera Investment Advisers
Tiaa Trust, National Association
Captrust Financial Advisors
D.A. Davidson & Co.
Royal Bank of Canada
Mill Creek Capital Advisors
Betterment

View all funds holding Vanguard Value ETF