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Vanguard Value ETF shares owned by WJ Financial Advisors

Quarter-by-quarter ownership of Vanguard Value ETF (VTV) shares owned by WJ Financial Advisors from 13F filings

Historical chart of WJ Financial Advisors investment in Vanguard Value ETF

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Value ETF by WJ Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $214k 1.1k 186.51

More positions owned by WJ Financial Advisors

Spdr Gold Tr Gold Shs (GLD)
Apple (AAPL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Amazon (AMZN)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Ishares Tr Pfd And Incm Sec (PFF)
Mongodb Cl A (MDB)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD)
Alphabet Cap Stk Cl C (GOOG)
Costco Wholesale Corporation (COST)
JPMorgan Chase & Co. (JPM)
Vanguard World Inf Tech Etf (VGT)

View all positions for WJ Financial Advisors

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