Vanguard Value ETF shares owned by Rise Advisors
Quarter-by-quarter ownership of Vanguard Value ETF (VTV) shares owned by Rise Advisors
from 13F filings
Historical chart of Rise Advisors investment in Vanguard Value ETF
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Quarterly reported holdings in Vanguard Value ETF by Rise Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $41M | 221k | 186.49 |
| 2025-06-30 | $36M | 206k | 176.74 |
| 2024-12-31 | $29M | 173k | 169.30 |
| 2024-09-30 | $28M | 162k | 174.57 |
| 2024-06-30 | $24M | 150k | 160.41 |
| 2024-03-31 | $23M | 143k | 162.86 |
| 2023-12-31 | $21M | 138k | 149.50 |
| 2023-09-30 | $18M | 132k | 137.93 |
| 2023-06-30 | $18M | 126k | 142.10 |
| 2023-03-31 | $16M | 116k | 138.11 |
| 2022-12-31 | $17M | 120k | 140.37 |
| 2022-09-30 | $15M | 122k | 123.48 |
| 2022-06-30 | $3.3M | 25k | 131.87 |
| 2022-03-31 | $3.7M | 25k | 147.78 |
| 2021-12-31 | $3.2M | 22k | 147.11 |