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Vanguard Value ETF shares owned by Private Wealth Strategies

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

Historical chart of Private Wealth Strategies investment in Vanguard Value ETF

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Value ETF by Private Wealth Strategies

Quarter filed Position value Share count Share price at filing
2024-03-31 $36k 34k 1.08
2023-09-30 $34k 34k 1.00

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Wisdomtree Tr Floatng Rat Trea (USFR)
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Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Spdr Gold Tr Gold Shs (GLD)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Wisdomtree Tr Us S Cap Qty Div (DGRS)
Wisdomtree Tr Wisdomtree Us Va (WTV)
Wisdomtree Tr Us Midcap Divid (DON)
AllianceBernstein Natnl Muncpl Incm Fnd. (AFB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Apple (AAPL)
UnitedHealth (UNH)
Bny Mellon Mun Income (DMF)

View all positions for Private Wealth Strategies

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