Wealth Management Strategies »

Vanguard Value ETF shares owned by Wealth Management Strategies

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

Historical chart of Wealth Management Strategies investment in Vanguard Value ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Value ETF held by Wealth Management Strategies 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 Wealth Management Strategies

Quarter filed Position value Share count Share price at filing
2026-06-30 $14M 63k 217.93
2026-03-31 $11M 56k 196.20
2025-12-31 $9.9M 52k 190.99
2025-09-30 $9.0M 48k 186.49
2025-06-30 $7.9M 45k 176.74
2025-03-31 $7.6M 44k 172.74
2024-12-31 $6.0M 35k 169.30

More positions owned by Wealth Management Strategies

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Growth Etf (VUG)
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Ibond Dec 2030 (IBTK)
Ishares Tr Ibonds 27 Trm Ts (IBTH)
Ishares Tr Ibonds 29 Trm Ts (IBTJ)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr Ibonds 26 Trm Ts (IBTG)
Ishares Tr Ibonds 28 Trm Ts (IBTI)
Dimensional Etf Trust Us Sustainabilty (DFSU)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Apple (AAPL)
Dimensional Etf Trust Us High Prof Etf (DUHP)
Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for Wealth Management Strategies

Top funds holding Vanguard Value ETF

Bank of America Corporation
Jones Financial Companies, L.L
Morgan Stanley
Envestnet Asset Management
UBS Group
LPL Financial
Ameriprise Financial
Raymond James Financial
EP Wealth Advisors
Wells Fargo & Company
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