Vanguard Value ETF shares owned by Peak Financial Management
Quarter-by-quarter ownership of Vanguard Value ETF (VTV) shares owned by Peak Financial Management
from 13F filings
Historical chart of Peak Financial Management investment in Vanguard Value ETF
Tip: Access up to 7 years of quarterly data
All positions including Vanguard Value ETF held by Peak Financial Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Vanguard Value ETF by Peak Financial Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.0M | 5.6k | 186.50 |
| 2025-06-30 | $1.0M | 5.7k | 176.77 |
| 2025-03-31 | $991k | 5.7k | 172.77 |
| 2024-12-31 | $1.0M | 6.0k | 169.32 |
| 2024-09-30 | $1.0M | 6.0k | 174.58 |
| 2024-06-30 | $966k | 6.0k | 160.43 |
| 2024-03-31 | $985k | 6.1k | 162.86 |
| 2023-12-31 | $850k | 5.7k | 149.51 |
| 2023-09-30 | $532k | 3.9k | 137.93 |
| 2023-06-30 | $548k | 3.9k | 142.10 |
| 2023-03-31 | $434k | 3.1k | 138.11 |
| 2022-12-31 | $657k | 4.7k | 140.38 |
| 2022-09-30 | $400k | 3.2k | 123.38 |