United Wealth Management »

Vanguard Value ETF shares owned by United Wealth Management

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

Historical chart of United Wealth Management investment in Vanguard Value ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Value ETF held by United 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 United Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $490k 2.6k 190.99

More positions owned by United Wealth Management

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Global Ex Us Cor (DFGX)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Dimensional Etf Trust Us High Profitab (DUHP)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Dimensional Etf Trust Global Core Plus (DFGP)
Dimensional Etf Trust Us Real Estate E (DFAR)
Dimensional Etf Trust Intl Small Cap V (DISV)
Dimensional Etf Trust Intl High Profit (DIHP)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)
Dimensional Etf Trust Emerging Mkts Hi (DEHP)
Dimensional Etf Trust Emerging Mkts Va (DFEV)

View all positions for United 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
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
Mariner Wealth Advisors

View all funds holding Vanguard Value ETF