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Vanguard Value ETF shares owned by Lutz Financial Services

Quarter-by-quarter ownership of Vanguard Value ETF (VTV) shares owned by Lutz Financial Services from 13F filings

Historical chart of Lutz Financial Services investment in Vanguard Value ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Value ETF held by Lutz Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Value ETF by Lutz Financial Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $15M 83k 186.49
2025-06-30 $15M 82k 176.74
2025-03-31 $9.8M 57k 172.74
2024-12-31 $9.3M 55k 169.30
2024-09-30 $9.4M 54k 174.57
2024-06-30 $8.7M 54k 160.41
2024-03-31 $8.7M 53k 162.86
2023-12-31 $8.0M 54k 149.50
2023-09-30 $7.2M 52k 137.93
2023-06-30 $7.5M 53k 142.10
2023-03-31 $6.9M 50k 138.11
2022-12-31 $6.8M 48k 140.37
2022-09-30 $5.0M 40k 123.48
2022-06-30 $414k 3.1k 131.76
2022-03-31 $464k 3.1k 147.77
2021-12-31 $462k 3.1k 147.23
2021-09-30 $425k 3.1k 135.52
2021-06-30 $431k 3.1k 137.48
2021-03-31 $413k 3.1k 131.53
2020-12-31 $373k 3.1k 118.83
2020-09-30 $330k 3.2k 104.50
2020-06-30 $314k 3.2k 99.49
2020-03-31 $624k 7.0k 89.03
2019-12-31 $581k 4.8k 119.84
2019-09-30 $541k 4.8k 111.64
2019-06-30 $537k 4.8k 110.88
2019-03-31 $521k 4.8k 107.62
2018-12-31 $484k 4.9k 98.04
2018-09-30 $351k 3.2k 110.83
2018-06-30 $347k 3.3k 103.77
2018-03-31 $345k 3.3k 103.20
2017-12-31 $335k 3.1k 106.42