Capstone Wealth Management Group »

Vanguard Value ETF shares owned by Capstone Wealth Management Group

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

Historical chart of Capstone Wealth Management Group investment in Vanguard Value ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Value ETF held by Capstone Wealth Management Group consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Vanguard Value ETF by Capstone Wealth Management Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.1M 17k 186.49
2025-06-30 $2.4M 14k 176.74
2025-03-31 $2.2M 13k 172.73
2024-12-31 $2.2M 13k 169.29
2024-09-30 $2.3M 13k 174.57
2024-06-30 $2.0M 12k 160.40
2024-03-31 $2.0M 12k 162.85
2023-12-31 $1.9M 13k 149.50
2023-09-30 $1.7M 13k 137.93
2023-06-30 $1.8M 13k 142.10
2023-03-31 $1.8M 13k 138.11
2022-12-31 $1.8M 13k 140.37
2022-09-30 $1.6M 13k 123.45
2022-06-30 $1.7M 13k 131.85
2022-03-31 $1.9M 13k 147.77
2021-12-31 $1.9M 13k 147.11