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Vanguard Value ETF shares owned by Cassaday & Co Wealth Management

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

Historical chart of Cassaday & Co Wealth Management investment in Vanguard Value ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Value ETF held by Cassaday & Co 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 Cassaday & Co Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $461k 2.8k 162.86
2023-12-31 $424k 2.8k 149.50
2023-09-30 $393k 2.9k 137.93
2023-06-30 $403k 2.8k 142.10
2023-03-31 $391k 2.8k 138.11
2022-12-31 $422k 3.0k 140.37

More positions owned by Cassaday & Co Wealth Management

Vanguard World Mega Grwth Ind (MGK)
World Gold Tr Spdr Gld Minis
Ishares Tr Rus Md Cp Gr Etf (IWP)
Ishares Tr Rus 2000 Grw Etf (IWO)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Scottsdale Fds Long Term Treas (VGLT)
Ishares Tr Rus Mdcp Val Etf (IWS)
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)
Ishares Tr Msci Emg Mkt Etf (EEM)
Ishares Tr Rus 2000 Val Etf (IWN)
Ishares Tr Rus 1000 Val Etf (IWD)
Proshares Tr S&p 500 Dv Arist (NOBL)
Ishares Tr Eafe Sml Cp Etf (SCZ)
Apple (AAPL)
Ishares Tr Eafe Grwth Etf (EFG)

View all positions for Cassaday & Co Wealth Management

Top funds holding Vanguard Value ETF

Bank of America Corporation
Morgan Stanley
Envestnet Asset Management
UBS Group
Ameriprise Financial
LPL Financial
Betterment
Wells Fargo & Company
Tiaa Trust, National Association
Royal Bank of Canada
Captrust Financial Advisors
D.A. Davidson & Co.
FMR
Adviser Investments
Pnc Financial Services

View all funds holding Vanguard Value ETF