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Vanguard Value ETF shares owned by Strata Wealth Advisors

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

Historical chart of Strata Wealth Advisors investment in Vanguard Value ETF

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Value ETF by Strata Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $346k 2.0k 174.57
2024-06-30 $318k 2.0k 160.41
2024-03-31 $322k 2.0k 162.86
2023-09-30 $240k 1.7k 137.93

More positions owned by Strata Wealth Advisors

Vanguard Index Fds Growth Etf (VUG)
Schwab Strategic Tr Fundamental Intl (FNDF)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Schwab Strategic Tr Fundamental Us L (FNDX)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Ishares Tr Core S&p500 Etf (IVV)
Pimco Etf Tr Multisector Bd (PYLD)
Progressive Corporation (PGR)
Booking Holdings (BKNG)
Microsoft Corporation (MSFT)
Apple (AAPL)
American Express Company (AXP)
Alphabet Cap Stk Cl C (GOOG)
Arista Networks (ANET)

View all positions for Strata Wealth Advisors

Top funds holding Vanguard Value ETF

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

View all funds holding Vanguard Value ETF