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Vanguard Value ETF shares owned by Mountain Capital Investment Advisors

Quarter-by-quarter ownership of Vanguard Value ETF (VTV) shares owned by Mountain Capital Investment Advisors from 13F filings

Historical chart of Mountain Capital Investment Advisors investment in Vanguard Value ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Value ETF held by Mountain Capital Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Value ETF by Mountain Capital Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $123M 658k 186.87
2025-06-30 $126M 703k 178.56
2025-03-31 $120M 729k 165.08
2024-12-31 $109M 621k 174.68
2024-09-30 $89M 500k 177.77
2024-06-30 $82M 495k 164.93
2024-03-31 $73M 454k 160.80
2023-12-31 $42M 277k 150.62
2023-09-30 $37M 268k 137.63
2017-09-30 $2.0k 16 125.00