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Vanguard Total Stock Market ETF shares owned by Berkeley Capital Partners

Quarter-by-quarter ownership of Vanguard Total Stock Market ETF (VTI) shares owned by Berkeley Capital Partners from 13F filings

Historical chart of Berkeley Capital Partners investment in Vanguard Total Stock Market ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Total Stock Market ETF held by Berkeley Capital Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Total Stock Market ETF by Berkeley Capital Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.4M 10k 237.22
2023-09-30 $2.1M 10k 212.41
2023-06-30 $2.2M 10k 220.28
2023-03-31 $2.0M 9.9k 204.09
2022-12-31 $1.9M 10k 191.20
2022-09-30 $1.8M 9.9k 179.49
2022-06-30 $1.9M 9.8k 188.62
2022-03-31 $2.2M 9.7k 227.68
2021-12-31 $721k 3.0k 241.62
2021-09-30 $594k 2.7k 222.22
2021-06-30 $573k 2.6k 222.78
2021-03-31 $506k 2.4k 206.61
2020-12-31 $457k 2.3k 194.80
2020-09-30 $456k 2.7k 170.21
2020-06-30 $439k 2.8k 156.39
2020-03-31 $412k 3.2k 128.91
2019-12-31 $758k 4.6k 163.61
2019-09-30 $732k 4.8k 151.02
2019-06-30 $703k 4.7k 150.02
2019-03-31 $719k 5.0k 144.64
2018-12-31 $646k 5.1k 127.59
2018-09-30 $568k 3.8k 149.55
2018-06-30 $564k 4.0k 140.37
2018-03-31 $515k 3.8k 135.60
2017-12-31 $642k 4.7k 137.27
2017-09-30 $684k 5.3k 129.57
2017-06-30 $738k 5.9k 124.49
2017-03-31 $784k 6.5k 121.29
2016-12-31 $823k 7.1k 115.25
2016-09-30 $1.8M 17k 111.31
2016-06-30 $2.3M 22k 107.15
2016-03-31 $3.2M 31k 104.82
2015-12-31 $15M 140k 104.30

More positions owned by Berkeley Capital Partners

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard World Fds Industrial Etf (VIS)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr U.s. Tech Etf (IYW)
Vanguard Index Fds Value Etf (VTV)
Microsoft Corporation (MSFT)
Vaneck Etf Trust Gold Miners Etf (GDX)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Apple (AAPL)
Alps Etf Tr Alerian Mlp (AMLP)

View all positions for Berkeley Capital Partners

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