Vanguard Value ETF shares owned by Morris Financial Concepts
Quarter-by-quarter ownership of Vanguard Value ETF (VTV) shares owned by Morris Financial Concepts
from 13F filings
Historical chart of Morris Financial Concepts investment in Vanguard Value ETF
Tip: Access up to 7 years of quarterly data
All positions including Vanguard Value ETF held by Morris Financial Concepts consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Vanguard Value ETF by Morris Financial Concepts
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $135k | 726 | 186.49 |
| 2025-06-30 | $128k | 726 | 176.74 |
| 2025-03-31 | $125k | 721 | 172.74 |
| 2024-12-31 | $122k | 721 | 169.30 |
| 2024-09-30 | $126k | 722 | 174.57 |
| 2024-06-30 | $4.5k | 28 | 160.39 |
| 2024-03-31 | $4.6k | 28 | 162.86 |
| 2023-12-31 | $3.4k | 23 | 149.52 |
| 2023-09-30 | $3.2k | 23 | 137.91 |
| 2023-06-30 | $3.3k | 23 | 142.09 |