Vanguard Value ETF shares owned by Schwallier Wealth Management
Quarter-by-quarter ownership of Vanguard Value ETF (VTV) shares owned by Schwallier Wealth Management
from 13F filings
Historical chart of Schwallier Wealth Management investment in Vanguard Value ETF
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Quarterly reported holdings in Vanguard Value ETF by Schwallier Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $21M | 112k | 186.49 |
| 2025-06-30 | $21M | 118k | 176.74 |
| 2025-03-31 | $17M | 100k | 172.74 |
| 2024-12-31 | $13M | 77k | 169.30 |
| 2024-09-30 | $14M | 79k | 174.57 |
| 2024-06-30 | $12M | 74k | 160.41 |
| 2024-03-31 | $12M | 74k | 162.86 |
| 2023-12-31 | $8.3M | 56k | 149.50 |
More positions owned by Schwallier Wealth Management
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