Vanguard Value ETF shares owned by Forum Financial Management
Quarter-by-quarter ownership of Vanguard Value ETF (VTV) shares owned by Forum Financial Management
from 13F filings
Historical chart of Forum Financial Management investment in Vanguard Value ETF
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Quarterly reported holdings in Vanguard Value ETF by Forum Financial Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.5M | 7.9k | 186.48 |
| 2025-06-30 | $1.4M | 8.1k | 176.73 |
| 2025-03-31 | $1.5M | 8.7k | 172.73 |
| 2024-12-31 | $1.0M | 6.1k | 169.29 |
| 2024-09-30 | $1.1M | 6.2k | 174.56 |
| 2024-06-30 | $881k | 5.5k | 160.42 |
| 2024-03-31 | $843k | 5.2k | 162.88 |
| 2023-12-31 | $823k | 5.5k | 149.51 |
| 2023-09-30 | $754k | 5.5k | 137.94 |
| 2023-06-30 | $770k | 5.4k | 142.09 |
| 2023-03-31 | $278k | 2.0k | 138.09 |
| 2022-12-31 | $327k | 2.3k | 140.39 |
| 2022-09-30 | $280k | 2.3k | 123.46 |
| 2022-06-30 | $269k | 2.0k | 131.80 |
| 2022-03-31 | $265k | 1.8k | 147.30 |
| 2021-12-31 | $233k | 1.6k | 146.82 |
More positions owned by Forum Financial Management
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