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Vanguard Value ETF shares owned by Strategic Wealth Partners

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

Historical chart of Strategic Wealth Partners investment in Vanguard Value ETF

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Value ETF by Strategic Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.5M 15k 162.86
2023-09-30 $1.7M 13k 137.93
2023-06-30 $1.8M 12k 142.05
2023-03-31 $1.7M 13k 137.46
2022-12-31 $1.3M 9.3k 140.34
2022-09-30 $944k 7.6k 123.53
2022-06-30 $1.0M 7.6k 131.84
2022-03-31 $1.1M 7.3k 147.74
2021-12-31 $1.9M 13k 147.03
2021-09-30 $1.6M 12k 135.41
2021-03-31 $1.7M 13k 131.43
2020-12-31 $1.4M 12k 118.82
2020-09-30 $960k 9.2k 104.56
2020-06-30 $768k 7.7k 99.65
2020-03-31 $206k 2.3k 89.02
2019-12-31 $378k 3.2k 119.96