Vanguard Value ETF shares owned by Bernard Wealth Management Corp.
Quarter-by-quarter ownership of Vanguard Value ETF (VTV) shares owned by Bernard Wealth Management Corp.
from 13F filings
Historical chart of Bernard Wealth Management Corp. investment in Vanguard Value ETF
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Quarterly reported holdings in Vanguard Value ETF by Bernard Wealth Management Corp.
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $120k | 642 | 186.49 |
| 2025-06-30 | $114k | 642 | 176.74 |
| 2025-03-31 | $211k | 1.2k | 172.74 |
| 2024-12-31 | $109k | 642 | 169.30 |
More positions owned by Bernard Wealth Management Corp.
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