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Vanguard Total Stock Market ETF shares owned by Klingman & Associates

Quarter-by-quarter ownership of Vanguard Total Stock Market ETF (VTI) shares owned by Klingman & Associates from 13F filings

Historical chart of Klingman & Associates 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 Klingman & Associates 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 Klingman & Associates

Quarter filed Position value Share count Share price at filing
2024-03-31 $11M 43k 259.90
2023-12-31 $10M 43k 237.22
2023-09-30 $9.7M 46k 212.41
2023-06-30 $9.8M 45k 220.28
2023-03-31 $9.1M 44k 204.10
2022-12-31 $8.9M 47k 191.19
2022-09-30 $8.4M 47k 179.46
2022-06-30 $8.7M 46k 188.61
2022-03-31 $9.2M 41k 227.67
2021-12-31 $9.8M 41k 241.44
2021-09-30 $8.9M 40k 222.05
2021-06-30 $8.9M 40k 222.83
2021-03-31 $8.2M 40k 206.69
2020-12-31 $7.5M 39k 194.64
2020-09-30 $6.6M 39k 170.30
2020-06-30 $6.8M 43k 156.53
2020-03-31 $4.3M 33k 128.91
2019-12-31 $4.6M 28k 163.62
2019-09-30 $4.2M 28k 151.00
2019-06-30 $308k 2.1k 150.17
2019-03-31 $4.0M 27k 144.72
2018-12-31 $3.5M 27k 127.64
2018-09-30 $3.4M 23k 149.64
2018-06-30 $2.3M 16k 140.45
2018-03-31 $1.4M 9.9k 135.75
2017-12-31 $1.4M 9.9k 137.25
2017-09-30 $1.2M 9.1k 129.50
2017-06-30 $1.1M 9.1k 124.42
2017-03-31 $1.1M 9.0k 121.30
2016-12-31 $1.1M 9.2k 115.34
2016-09-30 $2.7M 24k 111.33
2016-06-30 $2.6M 24k 107.17
2016-03-31 $2.5M 24k 104.83
2015-12-31 $2.5M 24k 104.29
2015-09-30 $2.4M 24k 98.71
2015-06-30 $2.6M 24k 107.00
2015-03-31 $2.6M 24k 107.25
2014-12-31 $2.5M 24k 106.00

More positions owned by Klingman & Associates

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Mcp Etf (IJH)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Ishares Tr Core S&p Scp Etf (IJR)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Apple (AAPL)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Msci Usa Min Vol (USMV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)
Spdr Ser Tr S&p Divid Etf (SDY)
Ishares Tr Ibonds Dec 29 (IBDU)
Ishares Tr Ibds Dec28 Etf (IBDT)

View all positions for Klingman & Associates

Top funds holding Vanguard Total Stock Market ETF

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WealthNavi
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Creative Planning
HB Wealth Management
Wellspring Financial Advisors
Wells Fargo & Company
Ballentine Partners
HPM Partners
Jpmorgan Chase & Co
UBS Group

View all funds holding Vanguard Total Stock Market ETF