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Vanguard Value ETF shares owned by Uptown Financial Advisors

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

Historical chart of Uptown Financial Advisors investment in Vanguard Value ETF

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Value ETF by Uptown Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $3.6M 19k 190.99
2025-09-30 $3.6M 20k 186.49
2025-06-30 $3.5M 20k 176.75
2025-03-31 $3.5M 20k 172.75
2024-12-31 $3.5M 20k 169.30

More positions owned by Uptown Financial Advisors

Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Core S&p Scp Etf (IJR)
Spdr Series Trust State Street Spd (SPYV)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Spdr Series Trust State Street Spd (SPYG)
Vanguard Bd Index Fds Intermed Term (BIV)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Index Fds Value Etf (VTV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard World Energy Etf (VDE)
Broadcom (AVGO)
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)

View all positions for Uptown Financial Advisors

Top funds holding Vanguard Value ETF

Jones Financial Companies, L.L
Envestnet Asset Management
UBS Group
Ameriprise Financial
LPL Financial
Wells Fargo & Company
Raymond James Financial
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
Betterment

View all funds holding Vanguard Value ETF