Ulrich Consultants & Investment Group »

Vanguard Value ETF shares owned by Ulrich Consultants & Investment Group

Quarter-by-quarter ownership of Vanguard Value ETF (VTV) shares owned by Ulrich Consultants & Investment Group from 13F filings

Historical chart of Ulrich Consultants & Investment Group investment in Vanguard Value ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Value ETF held by Ulrich Consultants & Investment Group 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 Ulrich Consultants & Investment Group

Quarter filed Position value Share count Share price at filing
2023-06-30 $1.0M 7.1k 142.10
2023-03-31 $979k 7.1k 138.11
2022-12-31 $1.0M 7.2k 140.37
2022-09-30 $1.1M 8.5k 123.48
2022-06-30 $1.1M 8.6k 131.90

More positions owned by Ulrich Consultants & Investment Group

Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Msci Kld400 Soc (DSI)
Ishares Tr Msci Eafe Etf (EFA)
Hca Holdings (HCA)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Invesco Exch Traded Fd Tr Ii Rusel 1000 Eql (EQAL)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Esg Aw Msci Eafe (ESGD)
Fs Kkr Capital Corp (FSK)
Microsoft Corporation (MSFT)
Select Sector Spdr Tr Energy (XLE)
Apple (AAPL)

View all positions for Ulrich Consultants & Investment Group

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