Wiser Advisor Group »

Vanguard Value ETF shares owned by Wiser Advisor Group

Quarter-by-quarter ownership of Vanguard Value ETF (VTV) shares owned by Wiser Advisor Group from 13F filings

Historical chart of Wiser Advisor Group investment in Vanguard Value ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Value ETF held by Wiser Advisor Group 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 Wiser Advisor Group

Quarter filed Position value Share count Share price at filing
2024-06-30 $2.0M 12k 160.40
2024-03-31 $2.1M 13k 167.17

More positions owned by Wiser Advisor Group

Apple Common Stock (AAPL)
Vanguard S&p MF Closed and MF Open (VOO)
First Trust MF Closed and MF Open (FMB)
Vanguard Total MF Closed and MF Open (BND)
Amazon Common Stock (AMZN)
Indexiq Iq MF Closed and MF Open (HFXI)
Vanguard Growth MF Closed and MF Open (VUG)
Vanguard Small MF Closed and MF Open (VB)
Alphabet Common Stock (GOOGL)
Vanguard Value MF Closed and MF Open (VTV)
Invesco S&p MF Closed and MF Open (XMHQ)
Microsoft Corp Common Stock (MSFT)
Meta Platforms Common Stock (META)
Schwab Us MF Closed and MF Open (SCHX)
Jpmorgan Chase Common Stock (JPM)

View all positions for Wiser Advisor Group

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