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Vanguard Value ETF shares owned by Polaris Wealth Advisers

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

Historical chart of Polaris Wealth Advisers investment in Vanguard Value ETF

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Value ETF by Polaris Wealth Advisers

Quarter filed Position value Share count Share price at filing
2023-09-30 $1.5M 11k 137.93
2023-06-30 $607k 4.3k 142.10
2018-09-30 $244k 2.2k 110.66
2018-06-30 $190k 1.8k 102.93
2018-03-31 $215k 2.1k 103.17
2017-12-31 $204k 1.9k 106.53
2016-06-30 $298k 3.5k 85.07
2016-03-31 $311k 3.8k 82.43
2015-12-31 $341k 4.2k 81.42
2015-09-30 $224k 2.9k 76.69
2015-06-30 $279k 3.4k 83.28
2015-03-31 $220k 2.6k 83.65
2014-12-31 $235k 2.8k 84.38
2014-09-30 $356k 4.4k 81.09
2014-06-30 $210k 2.6k 80.92
2014-03-31 $92k 1.2k 78.30
2013-12-31 $101k 1.3k 76.52
2013-09-30 $210k 3.0k 69.79
2013-06-30 $145k 2.1k 67.61