Straight Path Wealth Management »

Vanguard Value ETF shares owned by Straight Path Wealth Management

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

Historical chart of Straight Path Wealth Management investment in Vanguard Value ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Value ETF held by Straight Path 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 Straight Path Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $294k 1.5k 190.98

More positions owned by Straight Path Wealth Management

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Tesla Motors (TSLA)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Global Core Plus (DFGP)
Ishares Tr Msci Usa Mmentm (MTUM)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Ishares Tr Msci Intl Moment (IMTM)
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)
Dimensional Etf Trust Us Real Estate E (DFAR)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU)

View all positions for Straight Path Wealth Management

Top funds holding Vanguard Value ETF

Jones Financial Companies, L.L
Envestnet Asset Management
UBS Group
Ameriprise Financial
LPL Financial
Raymond James Financial
Valpey Financial Services
Wells Fargo & Company
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

View all funds holding Vanguard Value ETF