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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
2024-03-31 $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

Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Tr Msci Usa Min Vol (USMV)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)
Ishares Tr Msci Usa Smcp Mn (SMMV)
Schwab Strategic Tr Us Tips Etf (SCHP)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Ishares Tr Core 1 5 Yr Usd (ISTB)
Ishares Tr Us Infrastruc (IFRA)
Schwab Strategic Tr Us Reit Etf (SCHH)
Vanguard World Health Car Etf (VHT)

View all positions for Wealth Management Resources

Top funds holding Vanguard Value ETF

Bank of America Corporation
Betterment
UBS Group
Wells Fargo & Company
Goldman Sachs Group
Tiaa Trust, National Association
Royal Bank of Canada
D.A. Davidson & Co.
Captrust Financial Advisors
Pnc Financial Services
Adviser Investments
Bank of New York Mellon
Raymond James Financial Services Advisors
Branch Banking & Trust Company
Mariner Wealth Advisors

View all funds holding Vanguard Value ETF