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Vanguard Value ETF shares owned by TruWealth Advisors

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

Historical chart of TruWealth Advisors investment in Vanguard Value ETF

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Value ETF by TruWealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $213k 1.1k 190.99
2025-09-30 $208k 1.1k 186.49

More positions owned by TruWealth Advisors

Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Vanguard Index Fds Total Stk Mkt (VTI)
Pimco Etf Tr Multisector Bd (PYLD)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU)
Ishares Tr Rus 1000 Grw Etf (IWF)
Apple (AAPL)
Alphabet Cap Stk Cl C (GOOG)
Microsoft Corporation (MSFT)
Amazon (AMZN)
JPMorgan Chase & Co. (JPM)
Eli Lilly & Co. (LLY)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Fidelity Covington Trust Enhanced Small (FESM)

View all positions for TruWealth Advisors

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