Vanguard Value ETF shares owned by Monticello Wealth Management
Quarter-by-quarter ownership of Vanguard Value ETF (VTV) shares owned by Monticello Wealth Management
from 13F filings
Historical chart of Monticello Wealth Management investment in Vanguard Value ETF
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Quarterly reported holdings in Vanguard Value ETF by Monticello Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $731k | 3.9k | 186.49 |
| 2025-06-30 | $693k | 3.9k | 176.74 |
| 2025-03-31 | $677k | 3.9k | 172.74 |
| 2024-12-31 | $709k | 4.2k | 169.30 |
| 2024-09-30 | $638k | 3.9k | 162.86 |
| 2024-06-30 | $629k | 3.9k | 160.41 |
| 2024-03-31 | $638k | 3.9k | 162.86 |
| 2023-12-31 | $586k | 3.9k | 149.50 |
| 2023-09-30 | $597k | 4.3k | 137.93 |
| 2023-06-30 | $597k | 4.2k | 142.10 |
| 2023-03-31 | $646k | 4.7k | 138.35 |
| 2022-12-31 | $656k | 4.7k | 140.37 |
| 2022-09-30 | $581k | 4.7k | 123.46 |
| 2022-06-30 | $612k | 4.6k | 131.87 |
| 2022-03-31 | $686k | 4.6k | 147.81 |
| 2021-09-30 | $572k | 4.2k | 135.22 |
| 2021-06-30 | $581k | 4.2k | 137.35 |
| 2021-03-31 | $520k | 4.0k | 131.61 |
| 2020-12-31 | $448k | 3.8k | 119.09 |
More positions owned by Monticello Wealth Management
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