Vanguard Value ETF shares owned by Shepherd Financial Partners
Quarter-by-quarter ownership of Vanguard Value ETF (VTV) shares owned by Shepherd Financial Partners
from 13F filings
Historical chart of Shepherd Financial Partners investment in Vanguard Value ETF
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Quarterly reported holdings in Vanguard Value ETF by Shepherd Financial Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.6M | 14k | 186.49 |
| 2025-06-30 | $2.4M | 14k | 176.74 |
| 2025-03-31 | $2.5M | 14k | 172.74 |
| 2024-12-31 | $2.5M | 15k | 169.30 |
| 2024-09-30 | $2.5M | 14k | 174.57 |
| 2024-06-30 | $2.3M | 14k | 160.42 |
| 2024-03-31 | $2.4M | 14k | 162.87 |
| 2023-12-31 | $2.2M | 15k | 149.50 |
| 2023-09-30 | $2.3M | 16k | 137.93 |
| 2023-06-30 | $2.2M | 16k | 142.10 |
| 2023-03-31 | $2.3M | 16k | 138.11 |
| 2022-12-31 | $2.3M | 16k | 140.37 |
| 2022-09-30 | $4.3M | 35k | 123.48 |
| 2022-06-30 | $34M | 257k | 131.88 |
| 2022-03-31 | $35M | 234k | 147.69 |
| 2021-12-31 | $33M | 227k | 147.05 |
| 2021-09-30 | $30M | 221k | 135.41 |
| 2021-06-30 | $30M | 215k | 137.46 |
| 2021-03-31 | $24M | 184k | 131.47 |
| 2020-12-31 | $688k | 5.8k | 118.91 |
| 2020-09-30 | $581k | 5.8k | 99.52 |
| 2020-06-30 | $581k | 5.8k | 99.52 |
| 2020-03-31 | $650k | 7.3k | 89.10 |
| 2019-12-31 | $254k | 2.1k | 119.70 |
| 2019-09-30 | $251k | 2.2k | 111.95 |
| 2019-06-30 | $252k | 2.3k | 110.87 |
| 2019-03-31 | $244k | 2.3k | 107.82 |
| 2018-12-31 | $231k | 2.4k | 98.05 |
More positions owned by Shepherd Financial Partners
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