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Vanguard Value ETF shares owned by Beverly Hills Private Wealth

Quarter-by-quarter ownership of Vanguard Value ETF (VTV) shares owned by Beverly Hills Private Wealth from 13F filings

Historical chart of Beverly Hills Private Wealth investment in Vanguard Value ETF

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Value ETF by Beverly Hills Private Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $284k 1.5k 191.05
2025-09-30 $278k 1.5k 186.55
2025-06-30 $263k 1.5k 176.80