Vanguard Value ETF shares owned by Cape Investment Advisory
Quarter-by-quarter ownership of Vanguard Value ETF (VTV) shares owned by Cape Investment Advisory
from 13F filings
Historical chart of Cape Investment Advisory investment in Vanguard Value ETF
Tip: Access up to 7 years of quarterly data
All positions including Vanguard Value ETF held by Cape Investment Advisory consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Vanguard Value ETF by Cape Investment Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $358k | 2.0k | 176.70 |
| 2025-03-31 | $323k | 1.9k | 172.77 |
| 2024-12-31 | $107k | 634 | 169.29 |
| 2024-09-30 | $23k | 131 | 174.28 |
| 2024-06-30 | $19k | 117 | 161.05 |
| 2024-03-31 | $21k | 131 | 162.20 |
| 2023-12-31 | $20k | 135 | 149.83 |
| 2023-09-30 | $453k | 3.3k | 137.91 |
| 2023-06-30 | $485k | 3.4k | 142.12 |
| 2023-03-31 | $474k | 3.4k | 138.12 |