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Vanguard Value ETF shares owned by Klingman & Associates

Quarter-by-quarter ownership of Vanguard Value ETF (VTV) shares owned by Klingman & Associates from 13F filings

Historical chart of Klingman & Associates investment in Vanguard Value ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Value ETF held by Klingman & Associates consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Value ETF by Klingman & Associates

Quarter filed Position value Share count Share price at filing
2024-09-30 $778k 4.5k 174.57
2024-06-30 $715k 4.5k 160.41
2024-03-31 $681k 4.2k 162.86
2023-12-31 $596k 4.0k 149.50
2023-09-30 $562k 4.1k 137.93
2023-06-30 $442k 3.1k 142.10
2023-03-31 $447k 3.2k 138.11
2022-12-31 $604k 4.3k 140.36
2022-09-30 $369k 3.0k 123.49
2022-06-30 $395k 3.0k 131.93
2022-03-31 $470k 3.2k 147.75
2021-12-31 $497k 3.4k 147.17
2021-09-30 $457k 3.4k 135.33
2021-06-30 $464k 3.4k 137.40
2021-03-31 $489k 3.7k 131.35
2020-12-31 $384k 3.2k 118.81
2020-09-30 $350k 3.3k 104.57
2020-06-30 $332k 3.3k 99.46
2020-03-31 $239k 2.7k 89.08
2019-12-31 $376k 3.1k 119.97