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Vanguard Value ETF shares owned by Wealth Management Resources

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

Historical chart of Wealth Management Resources investment in Vanguard Value ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Value ETF held by Wealth Management Resources consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Value ETF by Wealth Management Resources

Quarter filed Position value Share count Share price at filing
2024-12-31 $3.9M 23k 169.31
2024-09-30 $1.3M 7.6k 174.59
2024-06-30 $1.0M 6.4k 160.41
2024-03-31 $1.0M 6.2k 162.88
2023-12-31 $723k 4.8k 149.51
2023-09-30 $478k 3.5k 137.95

More positions owned by Wealth Management Resources

Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)
Ishares Tr Core 1 5 Yr Usd (ISTB)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr Msci Usa Smcp Mn (SMMV)
Wisdomtree Tr Em Ex St-owned (XSOE)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Schwab Strategic Tr Us Reit Etf (SCHH)
Ishares Tr National Mun Etf (MUB)
Spdr Ser Tr Portfolio S&p500 (SPLG)

View all positions for Wealth Management Resources

Top funds holding Vanguard Value ETF

Bank of America Corporation
Jones Financial Companies, L.L
Envestnet Asset Management
UBS Group
Ameriprise Financial
LPL Financial
Tiaa Trust, National Association
Wells Fargo & Company
Betterment
Mill Creek Capital Advisors
Captrust Financial Advisors
Royal Bank of Canada
D.A. Davidson & Co.
Adviser Investments
FMR

View all funds holding Vanguard Value ETF