Vanguard Value ETF shares owned by Blue Zone Wealth Advisors
Quarter-by-quarter ownership of Vanguard Value ETF (VTV) shares owned by Blue Zone Wealth Advisors
from 13F filings
Historical chart of Blue Zone Wealth Advisors investment in Vanguard Value ETF
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Quarterly reported holdings in Vanguard Value ETF by Blue Zone Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $525k | 2.8k | 186.49 |
| 2023-12-31 | $254k | 1.7k | 149.50 |
| 2023-09-30 | $235k | 1.7k | 137.93 |
| 2023-06-30 | $327k | 2.3k | 142.09 |
| 2023-03-31 | $207k | 1.5k | 138.11 |
| 2022-12-31 | $421k | 3.0k | 140.37 |
| 2022-09-30 | $370k | 3.0k | 123.33 |
| 2022-06-30 | $528k | 4.0k | 132.00 |
| 2022-03-31 | $630k | 4.3k | 147.89 |
| 2021-12-31 | $749k | 5.1k | 147.12 |
| 2021-09-30 | $689k | 5.1k | 135.34 |
| 2020-09-30 | $456k | 4.4k | 104.52 |
| 2020-06-30 | $532k | 5.3k | 99.57 |
| 2020-03-31 | $476k | 5.3k | 89.09 |
| 2019-12-31 | $2.4M | 20k | 119.85 |