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Vanguard Value ETF shares owned by Vestia Personal Wealth Advisors

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

Historical chart of Vestia Personal Wealth Advisors investment in Vanguard Value ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Value ETF held by Vestia Personal 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 Vestia Personal Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $306k 1.6k 186.53
2025-06-30 $286k 1.6k 176.72
2025-03-31 $325k 1.9k 172.71
2024-12-31 $276k 1.6k 169.34
2024-09-30 $265k 1.5k 174.61
2024-06-30 $243k 1.5k 160.38

More positions owned by Vestia Personal Wealth Advisors

Dimensional International Value Etf Etf (DFIV)
Dimensional U.s. Core Equity 2 Etf Etf (DFAC)
Dimensional International Core Equity 2 Etf Etf (DFIC)
Dimensional U.s. Targeted Value Etf Etf (DFAT)
Dimensional Us Marketwide Value Etf Etf (DFUV)
Dimensional Us Small Cap Value Etf Etf (DFSV)
Dimensional U.s. Small Cap Etf Etf (DFAS)
Dimensional National Municipal Bond Etf Etf (DFNM)
Vanguard S&p 500 Etf Etf (VOO)
Dimensional Emerging Markets Core Equity 2 Etf Etf (DFEM)
Dimensional U.s. Equity Market Etf Etf (DFUS)
Dimensional Ultrashort Fixed Income Etf Etf (DUSB)
Dimensional Emerging Markets Value Etf Etf (DFEV)
Dimensional Core Fixed Income Etf Etf (DFCF)
Dimensional International Small Cap Value Etf Etf (DISV)

View all positions for Vestia Personal 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