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Vanguard Value ETF shares owned by Waterford Advisors

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

Historical chart of Waterford Advisors investment in Vanguard Value ETF

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Value ETF by Waterford Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $20M 125k 162.86
2023-09-30 $15M 110k 137.94
2023-06-30 $15M 108k 142.10
2023-03-31 $14M 103k 138.11
2022-12-31 $14M 98k 140.37

More positions owned by Waterford Advisors

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Schwab Strategic Tr Schwb Fdt Emk Lg (FNDE)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Global Reit Etf (REET)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard World Mega Cap Index (MGC)

View all positions for Waterford 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