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Vanguard Value ETF shares owned by Brown Wealth Management

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

Historical chart of Brown Wealth Management investment in Vanguard Value ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Value ETF held by Brown 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 Brown Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $35M 188k 186.49
2025-06-30 $32M 181k 176.74
2025-03-31 $31M 181k 172.74
2024-12-31 $28M 164k 169.30
2024-09-30 $28M 163k 174.57
2024-06-30 $24M 149k 160.41
2024-03-31 $23M 142k 162.86
2023-12-31 $7.9M 53k 149.50
2023-09-30 $8.2M 59k 137.93
2023-06-30 $5.4M 38k 142.10