Strategic Wealth Designers »

Vanguard Value ETF shares owned by Strategic Wealth Designers

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

Historical chart of Strategic Wealth Designers investment in Vanguard Value ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Value ETF held by Strategic Wealth Designers 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 Strategic Wealth Designers

Quarter filed Position value Share count Share price at filing
2023-12-31 $228k 1.5k 149.48
2023-06-30 $242k 1.7k 142.08
2023-03-31 $344k 2.5k 138.12
2022-09-30 $220k 1.8k 123.53
2022-06-30 $1.8M 14k 131.90

More positions owned by Strategic Wealth Designers

Proshares Tr S&p 500 Dv Arist (NOBL)
Amazon (AMZN)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Spdr Ser Tr Portfolio Ln Tsr (SPTL)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Ishares Tr Pfd And Incm Sec (PFF)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Spdr Gold Tr Gold Shs (GLD)
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)
Meta Platforms Cl A (META)
salesforce (CRM)
Coca-Cola Company (KO)
Microsoft Corporation (MSFT)

View all positions for Strategic Wealth Designers

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