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Vanguard Value ETF shares owned by Roehl & Yi Investment Advisors

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

Historical chart of Roehl & Yi Investment Advisors investment in Vanguard Value ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Value ETF held by Roehl & Yi 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 Roehl & Yi Investment Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $775k 4.0k 196.20
2025-09-30 $710k 3.8k 186.49
2025-06-30 $682k 3.9k 176.74
2025-03-31 $635k 3.7k 172.74
2024-12-31 $603k 3.6k 169.30