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Vanguard Value ETF shares owned by Sterling Group Wealth Management

Quarter-by-quarter ownership of Vanguard Value ETF (VTV) shares owned by Sterling Group Wealth Management from 13F filings

Historical chart of Sterling Group Wealth Management investment in Vanguard Value ETF

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Value ETF by Sterling Group Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.7M 14k 186.49
2025-06-30 $2.8M 16k 176.74
2025-03-31 $3.9M 23k 172.74
2024-12-31 $3.9M 23k 169.30
2024-09-30 $4.4M 25k 174.57
2024-06-30 $4.7M 29k 160.41
2023-12-31 $10M 67k 149.50
2023-09-30 $9.5M 69k 137.93
2023-06-30 $17M 116k 142.10
2023-03-31 $16M 116k 138.11
2022-12-31 $18M 130k 140.37