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Vanguard Value ETF shares owned by Surevest

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

Historical chart of Surevest investment in Vanguard Value ETF

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

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Quarterly reported holdings in Vanguard Value ETF by Surevest

Quarter filed Position value Share count Share price at filing
2022-09-30 $19k 150 126.67
2022-06-30 $20k 150 133.33
2022-03-31 $22k 150 146.67
2021-12-31 $22k 150 146.67
2020-12-31 $206k 1.7k 118.80
2019-12-31 $232k 1.9k 119.65
2019-09-30 $283k 2.5k 111.81
2019-06-30 $283k 2.6k 110.98
2019-03-31 $576k 5.4k 107.64
2018-12-31 $557k 5.7k 97.96

More positions owned by Surevest

Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr Msci Acwi Ex Us (ACWX)
Apple (AAPL)
Ishares Tr Morningstar Valu (ILCV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Rusel 2500 Etf (SMMD)
Ishares Tr Morningstr Us Eq (ILCB)
Palo Alto Networks (PANW)
Ishares Tr Morningstar Grwt (ILCG)
Chevron Corporation (CVX)
Microsoft Corporation (MSFT)
Genuine Parts Company (GPC)
Philip Morris International (PM)

View all positions for Surevest

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