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Vanguard Value ETF shares owned by Family Wealth Partners

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

Historical chart of Family Wealth Partners investment in Vanguard Value ETF

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Value ETF by Family Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.9M 26k 186.49
2025-06-30 $4.7M 26k 176.74
2025-03-31 $4.9M 29k 172.74
2024-12-31 $5.0M 30k 169.30
2024-09-30 $5.2M 30k 174.57
2024-06-30 $4.8M 30k 160.41
2024-03-31 $4.4M 27k 162.86
2023-12-31 $4.5M 30k 149.50