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Vanguard Value ETF shares owned by West Chester Capital Advisors

Quarter-by-quarter ownership of Vanguard Value ETF (VTV) shares owned by West Chester Capital Advisors from 13F filings

Historical chart of West Chester Capital Advisors investment in Vanguard Value ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Value ETF held by West Chester Capital Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Value ETF by West Chester Capital Advisors

Quarter filed Position value Share count Share price at filing
2023-09-30 $213k 1.5k 137.93
2023-06-30 $219k 1.5k 142.10
2023-03-31 $359k 2.6k 138.11
2022-12-31 $1.6M 11k 140.37
2022-09-30 $1.4M 12k 123.43
2022-06-30 $2.0M 15k 131.90
2021-06-30 $839k 6.1k 137.52

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Wisdomtree Tr Floatng Rat Trea (USFR)
Select Sector Spdr Tr Sbi Int-utils (XLU)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
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Ishares Tr Ishs 1-5yr Invs (IGSB)
BP Sponsored Adr (BP)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Visa Com Cl A (V)

View all positions for West Chester Capital Advisors

Top funds holding Vanguard Value ETF

Bank of America Corporation
Jones Financial Companies, L.L
Morgan Stanley
International Assets Investment Management
Envestnet Asset Management
LPL Financial
Wells Fargo & Company
Tiaa Trust, National Association
Mill Creek Capital Advisors
Captrust Financial Advisors
Royal Bank of Canada
D.A. Davidson & Co.
Adviser Investments
Raymond James Financial Services Advisors
Bank of New York Mellon

View all funds holding Vanguard Value ETF