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Vanguard Value ETF shares owned by Geometric Wealth Advisors

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

Historical chart of Geometric Wealth Advisors investment in Vanguard Value ETF

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Value ETF by Geometric Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $269k 1.7k 162.86
2023-12-31 $235k 1.6k 149.50

More positions owned by Geometric Wealth Advisors

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Global Real Est (DFGR)
Dimensional Etf Trust Inflation Prote (DFIP)
American Centy Etf Tr Us Eqt Etf (AVUS)
Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Vanguard Index Fds Total Stk Mkt (VTI)
Amazon (AMZN)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Eaton Corp SHS (ETN)
Dimensional Etf Trust Intl Core Equity (DFIC)

View all positions for Geometric Wealth Advisors

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