Vanguard Value ETF shares owned by West Financial Advisors
Quarter-by-quarter ownership of Vanguard Value ETF (VTV) shares owned by West Financial Advisors
from 13F filings
Historical chart of West Financial Advisors investment in Vanguard Value ETF
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Quarterly reported holdings in Vanguard Value ETF by West Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $499k | 2.7k | 186.52 |
| 2025-06-30 | $489k | 2.8k | 176.72 |
| 2025-03-31 | $275k | 1.6k | 172.70 |
| 2024-12-31 | $269k | 1.6k | 169.28 |
| 2024-09-30 | $277k | 1.6k | 174.55 |
| 2024-06-30 | $253k | 1.6k | 160.37 |
| 2024-03-31 | $194k | 1.2k | 162.81 |
| 2023-12-31 | $177k | 1.2k | 149.55 |
| 2023-09-30 | $162k | 1.2k | 137.92 |
| 2023-06-30 | $159k | 1.1k | 142.06 |
| 2023-03-31 | $131k | 951 | 138.16 |
| 2022-12-31 | $193k | 1.4k | 140.34 |
| 2022-09-30 | $117k | 949 | 123.29 |
| 2022-06-30 | $125k | 949 | 131.72 |
| 2022-03-31 | $298k | 2.0k | 147.89 |
| 2021-12-31 | $8.0M | 55k | 147.12 |
| 2021-09-30 | $8.2M | 61k | 135.37 |
| 2021-06-30 | $7.9M | 58k | 137.45 |
| 2021-03-31 | $106k | 806 | 131.51 |
| 2020-12-31 | $93k | 781 | 119.08 |