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Vanguard Value ETF shares owned by Trace Wealth Advisors

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

Historical chart of Trace Wealth Advisors investment in Vanguard Value ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Value ETF held by Trace 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 Trace Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $364k 2.0k 186.49
2025-06-30 $345k 2.0k 176.74

More positions owned by Trace Wealth Advisors

Vanguard Index Fds Total Stk Mkt (VTI)
American Centy Etf Tr Us Eqt Etf (AVUS)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
American Centy Etf Tr Intl Eqt Etf (AVDE)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Procter & Gamble Company (PG)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Flexshares Tr Mornstar Usmkt (TILT)
Apple (AAPL)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Qualcomm (QCOM)
Costco Wholesale Corporation (COST)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust Internatnal Val (DFIV)
Flexshares Tr Mstar Emkt Fac (TLTE)

View all positions for Trace Wealth Advisors

Top funds holding Vanguard Value ETF

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

View all funds holding Vanguard Value ETF