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Vanguard Total Stock Market ETF shares owned by Jackson Wealth Management

Quarter-by-quarter ownership of Vanguard Total Stock Market ETF (VTI) shares owned by Jackson Wealth Management from 13F filings

Historical chart of Jackson Wealth Management 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 Jackson Wealth Management 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 Jackson Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $607k 2.6k 237.20
2023-09-30 $544k 2.6k 212.58
2023-06-30 $564k 2.6k 220.40
2023-03-31 $522k 2.6k 204.10
2022-09-30 $459k 2.6k 179.37
2022-03-31 $583k 2.6k 227.82
2021-12-31 $4.7M 19k 241.43
2021-09-30 $46k 19k 2.44
2021-06-30 $570k 2.6k 222.74
2021-03-31 $530k 2.6k 206.71
2020-12-31 $499k 2.6k 194.62
2020-09-30 $437k 2.6k 170.44
2020-06-30 $401k 2.6k 156.40
2020-03-31 $380k 2.6k 148.21
2019-12-31 $1.7M 9.9k 167.47
2019-09-30 $1.5M 9.7k 148.86
2019-06-30 $1.6M 11k 152.55
2019-03-31 $1.5M 11k 144.69
2018-12-31 $1.3M 11k 124.80
2018-09-30 $8.0M 53k 149.66
2018-06-30 $7.7M 52k 146.63
2018-03-31 $8.4M 62k 135.80
2017-12-31 $9.6M 68k 140.95
2017-09-30 $20M 151k 131.24
2017-06-30 $19M 147k 127.05
2017-03-31 $17M 140k 120.88
2016-12-31 $3.2M 28k 116.71
2016-09-30 $2.8M 26k 109.71
2016-06-30 $2.7M 26k 107.15
2016-03-31 $2.7M 26k 104.02
2015-12-31 $11M 109k 98.58
2015-09-30 $11M 109k 98.72
2015-06-30 $12M 113k 106.73
2015-03-31 $11M 104k 107.25
2014-12-31 $10M 97k 106.00

More positions owned by Jackson Wealth Management

U S Treasury Bill Tsrys56663
Vanguard Index Fds Sp 500 Etf Voo (VOO)
Microsoft Corp MSFT (MSFT)
Schwab Value Advantage Money Ultra Snaxx (SNAXX)
Apple Aapl (AAPL)
Schwab Value Advantage Money Inv SWVXX (SWVXX)
Broadcom Avgo (AVGO)
Cash 0
Ishares Tr Core Sp500 Etf Ivv (IVV)
Spdr Ser Tr Portfolio Sp500 SPLG (SPLG)
Kla Corp Klac (KLAC)
Mastercard Incorporated Cl A Ma (MA)
Costco Whsl Corp Cost (COST)
Ishares Tr Morningstr Us Eq Ilcb (ILCB)
Vanguard Specialized Funds Div App Etf Vig (VIG)

View all positions for Jackson Wealth Management

Top funds holding Vanguard Total Stock Market ETF

Vanguard Group
Betterment
Us Bancorp
Wealthfront Advisers
Bank of America Corporation
WealthNavi
Hanson McClain Advisors
Creative Planning
HB Wealth Management
Wells Fargo & Company
Ballentine Partners
HPM Partners
Jpmorgan Chase & Co
UBS Group
BKD Wealth Advisors

View all funds holding Vanguard Total Stock Market ETF