Vanguard Value ETF shares owned by Independent Advisor Alliance
Quarter-by-quarter ownership of Vanguard Value ETF (VTV) shares owned by Independent Advisor Alliance
from 13F filings
Historical chart of Independent Advisor Alliance investment in Vanguard Value ETF
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Quarterly reported holdings in Vanguard Value ETF by Independent Advisor Alliance
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.3M | 23k | 186.49 |
| 2025-06-30 | $4.0M | 23k | 176.74 |
| 2025-03-31 | $4.0M | 23k | 172.74 |
| 2024-12-31 | $20M | 120k | 169.30 |
| 2024-09-30 | $3.2M | 18k | 174.57 |
| 2024-06-30 | $4.8M | 30k | 160.41 |
| 2024-03-31 | $4.4M | 27k | 162.86 |
| 2023-12-31 | $7.7M | 52k | 149.50 |
| 2023-09-30 | $3.4M | 25k | 137.93 |
| 2023-06-30 | $1.9M | 13k | 142.10 |
| 2023-03-31 | $1.8M | 13k | 138.11 |
| 2022-12-31 | $982k | 7.0k | 140.37 |
| 2022-09-30 | $564k | 4.6k | 123.55 |
| 2022-06-30 | $602k | 4.6k | 131.87 |
| 2019-12-31 | $10M | 86k | 119.85 |
| 2017-03-31 | $2.3M | 24k | 94.91 |
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