Vanguard Value ETF shares owned by Pension & Wealth Management Advisors
Quarter-by-quarter ownership of Vanguard Value ETF (VTV) shares owned by Pension & Wealth Management Advisors
from 13F filings
Historical chart of Pension & Wealth Management Advisors investment in Vanguard Value ETF
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Quarterly reported holdings in Vanguard Value ETF by Pension & Wealth Management Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $2.0M | 9.0k | 217.95 |
| 2026-03-31 | $1.8M | 8.9k | 196.21 |
| 2025-12-31 | $1.6M | 8.3k | 191.00 |
| 2025-09-30 | $1.6M | 8.3k | 186.50 |
| 2025-06-30 | $1.5M | 8.5k | 176.75 |
| 2025-03-31 | $1.4M | 8.3k | 172.74 |
| 2024-12-31 | $1.4M | 8.3k | 169.30 |
| 2024-09-30 | $55k | 312 | 174.65 |
| 2024-06-30 | $50k | 312 | 160.48 |
| 2024-03-31 | $67k | 412 | 162.92 |
| 2023-12-31 | $47k | 312 | 149.57 |
More positions owned by Pension & Wealth Management Advisors
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