Vanguard Value ETF shares owned by UMA Financial Services
Quarter-by-quarter ownership of Vanguard Value ETF (VTV) shares owned by UMA Financial Services
from 13F filings
Historical chart of UMA Financial Services investment in Vanguard Value ETF
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Quarterly reported holdings in Vanguard Value ETF by UMA Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $83k | 446 | 186.49 |
| 2025-06-30 | $223k | 1.3k | 176.74 |
| 2025-03-31 | $231k | 1.3k | 172.79 |
| 2024-12-31 | $392k | 2.3k | 169.30 |
| 2024-09-30 | $279k | 1.6k | 176.42 |
| 2024-06-30 | $279k | 1.7k | 167.27 |
| 2024-03-31 | $257k | 1.7k | 154.81 |
| 2023-12-31 | $233k | 1.6k | 149.65 |
| 2023-09-30 | $1.8M | 13k | 137.25 |
| 2023-06-30 | $1.8M | 13k | 142.65 |
| 2023-03-31 | $1.8M | 12k | 141.06 |
| 2022-12-31 | $1.7M | 12k | 142.65 |
| 2022-09-30 | $1.4M | 11k | 130.11 |
| 2022-06-30 | $1.4M | 10k | 138.10 |
| 2022-03-31 | $1.4M | 9.6k | 145.80 |