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Vanguard Value ETF shares owned by White Wing Wealth Management

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

Historical chart of White Wing Wealth Management investment in Vanguard Value ETF

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

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Quarterly reported holdings in Vanguard Value ETF by White Wing Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $333k 1.8k 186.90
2025-06-30 $312k 1.8k 176.72
2025-03-31 $286k 1.8k 161.74
2024-12-31 $262k 1.5k 169.26
2024-09-30 $394k 2.3k 174.61
2024-06-30 $634k 4.0k 160.41
2024-03-31 $3.7M 23k 162.22
2023-12-31 $8.4M 56k 150.62

More positions owned by White Wing Wealth Management

Vanguard Index Fds Total Stk Mkt (VTI)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Small Cp Etf (VB)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Specialized Funds Div App Etf (VIG)
Schwab Strategic Tr 1 5yr Corp Bd (SCHJ)
Dimensional Etf Trust Short Duration F (DFSD)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Ishares Tr International Sl (ISCF)
Dimensional Etf Trust Emerging Mkts Va (DFEV)
Tesla Motors (TSLA)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Advanced Micro Devices (AMD)

View all positions for White Wing Wealth Management

Top funds holding Vanguard Value ETF

Jones Financial Companies, L.L
Morgan Stanley
Envestnet Asset Management
UBS Group
Ameriprise Financial
LPL Financial
Raymond James Financial
Wells Fargo & Company
Cetera Investment Advisers
Tiaa Trust, National Association
Captrust Financial Advisors
Royal Bank of Canada
D.A. Davidson & Co.
Mill Creek Capital Advisors
Betterment

View all funds holding Vanguard Value ETF