Vanguard Value ETF shares owned by Modern Wealth Management
Quarter-by-quarter ownership of Vanguard Value ETF (VTV) shares owned by Modern Wealth Management
from 13F filings
Historical chart of Modern Wealth Management investment in Vanguard Value ETF
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Quarterly reported holdings in Vanguard Value ETF by Modern Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $32M | 170k | 190.99 |
| 2025-09-30 | $31M | 168k | 186.49 |
| 2025-06-30 | $30M | 167k | 176.74 |
| 2025-03-31 | $793k | 4.6k | 172.75 |
| 2024-12-31 | $727k | 4.3k | 169.29 |
| 2024-09-30 | $694k | 4.0k | 174.57 |
| 2024-06-30 | $637k | 4.0k | 160.39 |
| 2024-03-31 | $692k | 4.2k | 162.86 |