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Vanguard Value ETF shares owned by WCG Wealth Advisors

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

Historical chart of WCG Wealth Advisors investment in Vanguard Value ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Value ETF held by WCG 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 WCG Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $2.7M 14k 196.20
2023-12-31 $8.0M 54k 149.50
2023-09-30 $7.9M 57k 138.27

More positions owned by WCG Wealth Advisors

NVIDIA Corporation (NVDA)
Pimco Etf Tr Multisector Bd (PYLD)
Spdr Ser Tr Portfolio S&p500 (SPYM)
Apple (AAPL)
Lattice Strategies Tr Hartford Mlt Etf (RODM)
Dbx Etf Tr Xtrackers Us Nat (CRTC)
Amazon (AMZN)
Dbx Etf Tr Xtrackers S&p (SNPE)
PIMCO Intermediate Mun Bond Strat Fund (MUNI)
Alphabet Cap Stk Cl C (GOOGL)
Microsoft Corporation (MSFT)
American Centy Etf Tr Us Eqt Etf (AVUS)
Spdr Index Shares Funds Portfolio Emg Mk Etf Cl A (SPEM)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Thornburg Etf Tr Multi Sector Bd (TMB)

View all positions for WCG Wealth Advisors

Top funds holding Vanguard Value ETF

Bank of America Corporation
Jones Financial Companies, L.L
Morgan Stanley
Envestnet Asset Management
UBS Group
Ameriprise Financial
LPL Financial
Raymond James Financial
Wells Fargo & Company
EP Wealth Advisors
Cetera Investment Advisers
Tiaa-cref Individual & Institutional Services
Captrust Financial Advisors
Royal Bank of Canada
D.A. Davidson & Co.

View all funds holding Vanguard Value ETF