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AllGen Financial Advisors »

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
2025-09-30	$88M	267k	328.17
2025-06-30	$79M	260k	303.93
2025-03-31	$46M	168k	274.84
2024-12-31	$30M	103k	289.81
2024-09-30	$23M	81k	283.16
2024-06-30	$3.2M	12k	267.51

More positions owned by AllGen Financial Advisors

Vanguard Index Fds Total Stk Mkt (VTI)

Vanguard Bd Index Fds Total Bnd Mrkt (BND)

Vanguard Intl Equity Index F Allwrld Ex Us (VEU)

Ishares Gold Tr Ishares New (IAU)

Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)

Vanguard World Mega Cap Val Etf (MGV)

Janus Detroit Str Tr Henderson Mtg (JMBS)

Franklin Templeton Etf Tr Intl Cor Div Til (DIVI)

J P Morgan Exchange Traded F Municipal Etf (JMUB)

Spdr Series Trust Bloomberg 1-3 Mo (BIL)

Franklin Templeton Etf Tr Us Mid Cp Mltfct (FLQM)

Spdr Series Trust Portfolio Intrmd (SPIB)

Spdr Series Trust Bloomberg 1 10 Y (TIPX)

J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB)

Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for AllGen Financial Advisors

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