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Vanguard Value ETF shares owned by Lake Hills Wealth Management

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

Historical chart of Lake Hills Wealth Management investment in Vanguard Value ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Value ETF held by Lake Hills 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 Lake Hills Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.1M 13k 162.86
2023-12-31 $2.1M 14k 149.50
2023-09-30 $2.0M 14k 137.93
2023-06-30 $2.1M 15k 142.10
2023-03-31 $2.0M 15k 138.11
2022-03-31 $572k 3.9k 147.80
2021-12-31 $5.7M 39k 147.10

More positions owned by Lake Hills Wealth Management

Ishares Tr 1 3 Yr Treas Bd (SHY)
Spdr Gold Tr Gold Shs (GLD)
Alps Etf Tr Alerian Mlp (AMLP)
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)
Ishares Tr China Lg-cap Etf (FXI)
Select Sector Spdr Tr Energy (XLE)
Ishares Tr Msci Emg Mkt Etf (EEM)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Tips Bd Etf (TIP)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Select Sector Spdr Tr Sbi Cons Stpls (XLP)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)

View all positions for Lake Hills 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