Vanguard Value ETF shares owned by Holistic Planning
Quarter-by-quarter ownership of Vanguard Value ETF (VTV) shares owned by Holistic Planning
from 13F filings
Historical chart of Holistic Planning investment in Vanguard Value ETF
Tip: Access up to 7 years of quarterly data
All positions including Vanguard Value ETF held by Holistic Planning consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Vanguard Value ETF by Holistic Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.7M | 36k | 186.49 |
| 2025-06-30 | $6.8M | 38k | 176.74 |
| 2025-03-31 | $6.3M | 37k | 172.74 |
| 2024-12-31 | $6.3M | 37k | 169.30 |
| 2024-09-30 | $6.9M | 40k | 174.57 |
| 2024-06-30 | $7.0M | 43k | 162.86 |
| 2024-03-31 | $7.1M | 44k | 162.86 |