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Vanguard Total Stock Market ETF shares owned by AllGen Financial Advisors

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

Historical chart of AllGen Financial Advisors 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 AllGen Financial Advisors 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 AllGen Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $23M 81k 283.16
2024-06-30 $3.2M 12k 267.51

More positions owned by AllGen Financial Advisors

Vanguard Bd Index Fds Total Bnd Mrkt (BND)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Gold Tr Ishares New (IAU)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Ishares Tr 10-20 Yr Trs Etf (TLH)
J P Morgan Exchange Traded F Municipal Etf (JMUB)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Microsoft Corporation (MSFT)
Ishares Tr International Sl (ISCF)

View all positions for AllGen Financial Advisors

Top funds holding Vanguard Total Stock Market ETF

Vanguard Group
Wealthfront Advisers
Us Bancorp
LPL Financial
Bank of America Corporation
Morgan Stanley
WealthNavi
Northern Trust
Hanson McClain Advisors
HB Wealth Management
Creative Planning
Envestnet Asset Management
Wellspring Financial Advisors
Ballentine Partners
Wells Fargo & Company

View all funds holding Vanguard Total Stock Market ETF