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Vanguard Value ETF shares owned by Bartlett & Co. Wealth Management

Quarter-by-quarter ownership of Vanguard Value ETF (VTV) shares owned by Bartlett & Co. Wealth Management from 13F filings

Historical chart of Bartlett & Co. Wealth Management investment in Vanguard Value ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Value ETF held by Bartlett & Co. Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Value ETF by Bartlett & Co. Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.1M 5.8k 187.44
2025-06-30 $1.1M 6.1k 177.71
2025-03-31 $367k 2.1k 172.76
2024-12-31 $359k 2.1k 169.30
2024-09-30 $384k 2.2k 174.56
2024-06-30 $354k 2.2k 161.40
2024-03-31 $283k 1.7k 162.82
2023-12-31 $140k 936 149.82
2023-09-30 $135k 977 137.93