Milestone Group »

Vanguard Value ETF shares owned by Milestone Group

Quarter-by-quarter ownership of Vanguard Value ETF (VTV) shares owned by Milestone Group from 13F filings

Historical chart of Milestone Group investment in Vanguard Value ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Value ETF held by Milestone Group 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 Milestone Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $73M 488k 149.50
2023-09-30 $67M 489k 137.93
2023-06-30 $67M 473k 142.10
2023-03-31 $69M 497k 138.11
2022-12-31 $70M 500k 140.37
2022-09-30 $735k 6.6k 111.67
2022-06-30 $77M 585k 131.88
2022-03-31 $80M 544k 147.78
2021-12-31 $80M 545k 147.11
2021-09-30 $735k 6.6k 111.67
2021-06-30 $67M 484k 137.46
2021-03-31 $61M 460k 131.46
2020-12-31 $47M 393k 118.96
2020-09-30 $28M 263k 104.51
2020-06-30 $14M 139k 99.59
2020-03-31 $6.6M 75k 89.06
2019-12-31 $1.7M 15k 119.83
2019-09-30 $735k 6.6k 111.67
2019-06-30 $778k 7.0k 110.97
2016-03-31 $276k 3.4k 82.29
2015-12-31 $483k 5.9k 81.60
2015-09-30 $454k 5.9k 76.70
2015-06-30 $493k 5.9k 83.29
2015-03-31 $495k 5.9k 83.63
2014-12-31 $435k 5.1k 84.48
2014-09-30 $418k 5.1k 81.18
2014-06-30 $417k 5.1k 80.99
2014-03-31 $402k 5.1k 78.07
2013-12-31 $393k 5.1k 76.33
2013-09-30 $359k 5.1k 69.72
2013-06-30 $348k 5.1k 67.59
2013-03-31 $337k 5.1k 65.45
2012-12-31 $303k 5.1k 58.85
2012-09-30 $302k 5.1k 58.65
2012-06-30 $288k 5.1k 55.93
2012-03-31 $353k 6.1k 57.64
2011-12-31 $321k 6.1k 52.42
2011-06-30 $343k 6.1k 56.01
2011-03-31 $347k 6.1k 56.66

More positions owned by Milestone Group

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Rus 1000 Etf (IWB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr S&p 500 Val Etf (IVE)

View all positions for Milestone Group

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
Branch Banking & Trust Company
Bank of New York Mellon
Raymond James Financial Services Advisors
Mariner Wealth Advisors

View all funds holding Vanguard Value ETF