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Vanguard Value ETF shares owned by Safir Wealth Advisors

Quarter-by-quarter ownership of Vanguard Value ETF (VTV) shares owned by Safir Wealth Advisors from 13F filings

Historical chart of Safir Wealth Advisors investment in Vanguard Value ETF

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Value ETF by Safir Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $12M 62k 186.49
2025-06-30 $11M 61k 176.74
2025-03-31 $10M 60k 172.74
2024-12-31 $9.8M 58k 169.30
2024-09-30 $9.9M 56k 174.57
2024-06-30 $8.9M 56k 160.41
2024-03-31 $9.0M 55k 162.86
2023-12-31 $7.9M 53k 149.50
2023-09-30 $7.2M 52k 137.93
2023-06-30 $7.4M 52k 142.10
2023-03-31 $7.3M 53k 138.11
2022-12-31 $7.5M 53k 140.37
2022-09-30 $6.6M 53k 123.47
2022-06-30 $7.1M 54k 131.87
2022-03-31 $7.7M 52k 147.77
2021-12-31 $7.6M 52k 147.11
2021-09-30 $6.8M 50k 135.37
2021-06-30 $6.8M 49k 137.46
2021-03-31 $6.4M 49k 131.46
2020-12-31 $6.0M 51k 118.96