Vanguard Value ETF shares owned by Allen Wealth Management
Quarter-by-quarter ownership of Vanguard Value ETF (VTV) shares owned by Allen Wealth Management
from 13F filings
Historical chart of Allen Wealth Management investment in Vanguard Value ETF
Tip: Access up to 7 years of quarterly data
All positions including Vanguard Value ETF held by Allen Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Vanguard Value ETF by Allen Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $30M | 158k | 186.49 |
| 2025-06-30 | $28M | 156k | 176.74 |
| 2025-03-31 | $27M | 155k | 172.74 |
| 2024-12-31 | $26M | 154k | 169.30 |
| 2024-09-30 | $27M | 154k | 174.57 |
| 2024-06-30 | $22M | 139k | 160.41 |
| 2024-03-31 | $23M | 138k | 162.86 |