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Vanguard Total Stock Market ETF shares owned by ProVise Management Group

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

Historical chart of ProVise Management Group 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 ProVise Management Group 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 ProVise Management Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $3.4M 14k 237.22
2023-09-30 $3.0M 14k 212.42
2023-06-30 $2.9M 14k 204.10
2023-03-31 $2.9M 14k 204.10
2022-12-31 $2.7M 14k 191.20
2022-09-30 $2.5M 14k 179.49
2022-06-30 $2.6M 14k 188.63
2022-03-31 $3.4M 15k 227.68
2021-12-31 $3.6M 15k 241.43
2021-09-30 $3.4M 15k 222.07
2021-06-30 $3.4M 15k 222.84
2021-03-31 $3.1M 15k 206.67
2020-12-31 $3.3M 17k 194.64
2020-09-30 $2.9M 17k 170.28
2020-06-30 $2.7M 17k 156.51
2020-03-31 $2.1M 16k 128.93
2019-12-31 $3.0M 18k 163.65
2019-09-30 $2.8M 18k 150.99
2019-06-30 $2.7M 18k 150.09
2019-03-31 $2.6M 18k 144.72
2018-12-31 $2.3M 18k 127.63
2018-09-30 $2.7M 18k 149.64
2018-06-30 $2.5M 18k 140.44
2018-03-31 $2.7M 20k 135.70
2017-12-31 $2.3M 17k 137.21
2017-09-30 $2.3M 18k 129.56
2017-06-30 $2.2M 18k 124.49
2017-03-31 $2.2M 18k 121.33
2016-12-31 $2.1M 18k 115.34
2016-06-30 $248k 2.3k 107.13
2016-03-31 $269k 2.6k 104.96
2015-12-31 $285k 2.7k 104.28
2015-09-30 $208k 2.1k 98.72
2015-06-30 $213k 2.0k 107.04
2014-12-31 $2.6M 25k 106.00
2014-09-30 $2.5M 25k 101.26
2014-06-30 $2.5M 25k 101.79
2014-03-31 $2.4M 25k 97.46
2013-12-31 $2.3M 25k 95.90
2013-09-30 $2.1M 25k 87.64
2013-06-30 $2.0M 25k 82.65
2012-09-30 $1.8M 24k 73.67
2012-06-30 $1.7M 24k 69.69
2012-03-31 $1.8M 24k 72.27
2011-12-31 $2.4M 37k 64.31
2011-06-30 $2.5M 37k 68.41
2011-03-31 $2.5M 37k 68.71
2010-12-31 $2.4M 37k 64.94

More positions owned by ProVise Management Group

Ishares Tr Core Div Grwth (DGRO)
Microsoft Corporation (MSFT)
Vanguard Specialized Funds Div App Etf (VIG)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Index Fds Mid Cap Etf (VO)
Amazon (AMZN)
Alphabet Cap Stk Cl C (GOOG)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
JPMorgan Chase & Co. (JPM)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Spdr Ser Tr S&p Divid Etf (SDY)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Apple (AAPL)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)

View all positions for ProVise Management Group

Top funds holding Vanguard Total Stock Market ETF

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WealthNavi
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Wells Fargo & Company
Ballentine Partners
HPM Partners
Jpmorgan Chase & Co
UBS Group

View all funds holding Vanguard Total Stock Market ETF