VTV VANGUARD VALUE

Ownership history in ADE, LLC  ·  21 quarters on record

This page tracks every 13F SEC filing in which ADE, LLC reported a position in VANGUARD VALUE (VTV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.6% (2024 Q3)
Avg. % of fund
1.34%
First filed
2020 Q4
Last filed
2025 Q4
Quarters held
21
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 13,895 -149 -1.1% 1.29% $2.7M $190.99
2025 Q3 REDUCED 14,044 -1,005 -6.7% 1.32% $2.6M $185.53
2025 Q2 ADDED 15,049 +342 +2.3% 1.41% $2.7M $174.94
2025 Q1 REDUCED 14,707 -183 -1.2% 1.46% $2.5M $170.05
17 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    VTV price (monthly, adj. close)
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