Vanguard Value ETF shares owned by Balanced Rock Investment Advisors
Quarter-by-quarter ownership of Vanguard Value ETF (VTV) shares owned by Balanced Rock Investment Advisors
from 13F filings
Historical chart of Balanced Rock Investment Advisors investment in Vanguard Value ETF
Tip: Access up to 7 years of quarterly data
All positions including Vanguard Value ETF held by Balanced Rock Investment Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Vanguard Value ETF by Balanced Rock Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $706k | 3.8k | 186.49 |
| 2025-06-30 | $637k | 3.6k | 176.72 |
| 2025-03-31 | $508k | 2.9k | 172.72 |
| 2024-12-31 | $472k | 2.8k | 169.32 |
| 2024-09-30 | $464k | 2.7k | 174.58 |
| 2024-06-30 | $435k | 2.7k | 160.39 |
| 2024-03-31 | $564k | 3.5k | 162.84 |
More positions owned by Balanced Rock Investment Advisors
View all positions for Balanced Rock Investment Advisors