Vanguard Value ETF shares owned by Sax Wealth Advisors
Quarter-by-quarter ownership of Vanguard Value ETF (VTV) shares owned by Sax Wealth Advisors
from 13F filings
Historical chart of Sax Wealth Advisors investment in Vanguard Value ETF
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Quarterly reported holdings in Vanguard Value ETF by Sax Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.4M | 29k | 186.49 |
| 2025-06-30 | $5.3M | 30k | 176.74 |
| 2024-12-31 | $5.3M | 31k | 169.30 |
| 2024-09-30 | $6.4M | 37k | 174.57 |
| 2024-06-30 | $6.0M | 37k | 160.41 |
| 2024-03-31 | $6.2M | 38k | 162.86 |
| 2023-12-31 | $5.7M | 38k | 149.50 |
| 2023-09-30 | $6.5M | 47k | 137.93 |
| 2023-06-30 | $6.8M | 48k | 142.10 |
| 2023-03-31 | $7.4M | 54k | 138.11 |
| 2022-12-31 | $7.6M | 54k | 140.37 |
| 2022-09-30 | $6.8M | 55k | 123.48 |
| 2022-06-30 | $6.8M | 51k | 131.88 |
| 2022-03-31 | $8.0M | 54k | 147.78 |
| 2021-12-31 | $8.5M | 58k | 147.11 |
| 2021-09-30 | $8.0M | 59k | 135.37 |
| 2021-06-30 | $7.8M | 57k | 137.46 |
| 2021-03-31 | $7.1M | 54k | 131.46 |
| 2020-12-31 | $6.0M | 50k | 118.96 |