VTV VANGUARD VALUE INDEX FUND

Ownership history in Red Tortoise LLC  ·  17 quarters on record

This page tracks every 13F SEC filing in which Red Tortoise LLC reported a position in VANGUARD VALUE INDEX FUND (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
3.31% (2023 Q3)
Avg. % of fund
2.73%
First filed
2021 Q4
Last filed
2025 Q4
Quarters held
17
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 28,173 -111 -0.4% 2.28% $5.4M $190.99
2025 Q3 ADDED 28,284 +1,235 +4.6% 2.29% $5.3M $185.53
2025 Q2 REDUCED 27,049 -5,177 -16.1% 2.31% $4.8M $174.94
2025 Q1 REDUCED 32,226 -40 -0.1% 2.87% $5.6M $170.05
2024 Q4 REDUCED 32,266 -764 -2.3% 2.83% $5.5M $165.69
2024 Q3 ADDED 33,030 +860 +2.7% 2.87% $5.8M $169.87
2024 Q2 REDUCED 32,170 -1,789 -5.3% 2.78% $5.2M $155.27
2024 Q1 REDUCED 33,959 -257 -0.8% 3.09% $5.5M $156.64
2023 Q4 REDUCED 34,216 -1,585 -4.4% 2.89% $5.1M $142.89
2023 Q3 ADDED 35,801 +942 +2.7% 3.31% $4.9M $130.91
7 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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