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Vanguard Value ETF shares owned by Wellington-altus Usa

Quarter-by-quarter ownership of Vanguard Value ETF (VTV) shares owned by Wellington-altus Usa from 13F filings

Historical chart of Wellington-altus Usa investment in Vanguard Value ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Value ETF held by Wellington-altus Usa consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Value ETF by Wellington-altus Usa

Quarter filed Position value Share count Share price at filing
2026-06-30 $770k 3.9k 196.20
2026-03-31 $868k 4.0k 217.93
2025-12-31 $565k 3.0k 190.99

More positions owned by Wellington-altus Usa

Vanguard Index Funds Vanguard Total Stock Market (VTI)
Ishares Trust Ishares Currency Hedged (HEFA)
Ishares Trust Ishares 1 3 Year Treasury (SHY)
Ishares Core U S Aggregate Bd Etf (AGG)
Pimco Active Bond Exchange Traded Fund (BOND)
Apple Common Stock (AAPL)
Blackrock Etf Trust Ii Ishares Flexible Income Active (BINC)
Nvidia Corp Common Stock (NVDA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Series Trust State Street Spdr Portfolio (SPAB)
Microsoft Corp Common Stock (MSFT)
Banque Royale Du Canada Common Stock (RY)
Ishares Tr Core Msci Eafe Etf (IEFA)
Jpmorgan Chase & Co Common Stock (JPM)
Amazon.com Common Stock (AMZN)

View all positions for Wellington-altus Usa

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