Rise Advisors »

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

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Vanguard Value ETF by Rise Advisors

Quarter filed Position value Share count Share price at filing
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