Vestwell Advisors »

Vanguard Value ETF shares owned by Vestwell Advisors

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

Historical chart of Vestwell Advisors investment in Vanguard Value ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Value ETF held by Vestwell Advisors 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 Vestwell Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $27M 147k 186.49

More positions owned by Vestwell Advisors

iShares Tr iShares Core S&P 500 ETF (Principal) (IVV)
iShares Tr iShares Core US Aggregate Bond ETF (Principal) (AGG)
Schwab Strategic Tr Schwab US Large-Cap Growth ETF (Principal) (SCHG)
Schwab Strategic Tr Schwab International Equity ETF (Principal) (SCHF)
Vanguard Index FDS Vanguard Value ETF (Principal) (VTV)
Vanguard Intl Equity Index F Vanguard FTSE Emerging Markets ETF (Principal) (VWO)
Schwab Strategic Tr Schwab US Broad Market ETF (Principal) (SCHB)
Vanguard Index FDS Vanguard Mid-Cap ETF (Principal) (VO)
iShares TR iShares Core International Aggt Bd ETF (Principal) (IAGG)
iShares Tr iShares Core S&P Small-Cap ETF (Principal) (IJR)
Vanguard Intl Equity Index F Vanguard Total World Stock ETF (Principal) (VT)
Schwab Strategic Tr Schwab US REIT ETF (Principal) (SCHH)
Vanguard Index FDS Vanguard Small-Cap Growth ETF (Principal) (VBK)
Vanguard Index FDS Vanguard Small-Cap Value ETF (Principal) (VBR)
iShares TR iShares Broad USD High Yield Corp Bd ETF (Principal) (USHY)

View all positions for Vestwell 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