Vanguard Value ETF shares owned by Waterford Advisors
Quarter-by-quarter ownership of Vanguard Value ETF (VTV) shares owned by Waterford Advisors
from 13F filings
Historical chart of Waterford Advisors investment in Vanguard Value ETF
Tip: Access up to 7 years of quarterly data
All positions including Vanguard Value ETF held by Waterford Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Vanguard Value ETF by Waterford Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $28M | 149k | 186.49 |
| 2025-06-30 | $26M | 3.7k | 6889.29 |
| 2025-03-31 | $24M | 141k | 172.74 |
| 2024-12-31 | $23M | 135k | 169.30 |
| 2024-09-30 | $23M | 131k | 174.57 |
| 2024-06-30 | $20M | 127k | 160.41 |
| 2024-03-31 | $20M | 125k | 162.86 |
| 2023-09-30 | $15M | 110k | 137.94 |
| 2023-06-30 | $15M | 108k | 142.10 |
| 2023-03-31 | $14M | 103k | 138.11 |
| 2022-12-31 | $14M | 98k | 140.37 |