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Vanguard Total Stock Market ETF shares owned by Waldron

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

Historical chart of Waldron investment in Vanguard Total Stock Market ETF

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All positions including Vanguard Total Stock Market ETF held by Waldron 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 Waldron

Quarter filed Position value Share count Share price at filing
2023-12-31 $4.2M 18k 237.18
2023-09-30 $3.6M 17k 212.36
2023-06-30 $3.6M 16k 220.28
2023-03-31 $5.0M 25k 204.07
2022-12-31 $5.9M 33k 179.47
2022-09-30 $5.9M 33k 179.47
2022-06-30 $5.5M 29k 188.61
2022-03-31 $6.1M 27k 227.64
2021-12-31 $5.4M 23k 241.44
2021-09-30 $5.0M 23k 222.06
2021-06-30 $5.1M 23k 222.81
2021-03-31 $4.6M 22k 206.69
2020-12-31 $4.0M 21k 194.62
2020-09-30 $2.8M 17k 170.26
2020-06-30 $2.5M 16k 156.48
2020-03-31 $5.1M 40k 128.89
2019-12-31 $7.7M 47k 163.60
2019-09-30 $5.5M 37k 150.99
2019-06-30 $5.8M 39k 150.07
2019-03-31 $5.6M 38k 144.70
2018-12-31 $5.3M 41k 127.62
2018-09-30 $916k 6.1k 149.50
2018-06-30 $859k 6.1k 140.29
2018-03-31 $801k 5.9k 135.69
2017-12-31 $857k 6.2k 137.23
2017-09-30 $770k 5.9k 129.43
2017-06-30 $702k 5.6k 124.42
2017-03-31 $778k 6.6k 118.42
2016-12-31 $597k 5.2k 115.16
2016-09-30 $460k 4.1k 111.22
2016-06-30 $263k 2.7k 98.58
2016-03-31 $263k 2.7k 98.58
2015-12-31 $278k 2.7k 104.08
2015-09-30 $263k 2.7k 98.58
2015-06-30 $283k 2.6k 106.99
2015-03-31 $287k 2.7k 107.17
2014-12-31 $220k 2.1k 106.08
2014-09-30 $208k 2.1k 100.78
2014-06-30 $210k 2.1k 101.74

More positions owned by Waldron

iShares Russell 1000 Growth Index (IWF)
Ishares Core Intl Stock Etf core (IXUS)
Vanguard Value ETF (VTV)
iShares Russell 1000 Value Index (IWD)
Vanguard Growth ETF (VUG)
Vanguard Mun Bd Fd Inc tax-exempt bd (VTEB)
Invesco Russell 1000 Dynamic Multifactor Etf etf (OMFL)
Spdr S&p 500 Etf (SPY)
Vanguard Scottsdale Fds vng rus1000grw (VONG)
iShares Russell 2000 Value Index (IWN)
Vanguard High Dividend Yield ETF (VYM)
Apple (AAPL)
iShares S&P Global Infrastructure Index (IGF)
iShares S&P Natl AMTFr Mncpl Bd (MUB)
Vanguard Small-Cap Value ETF (VBR)

View all positions for Waldron

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