Ascent Wealth Partners »

Vanguard Total Stock Market ETF shares owned by Ascent Wealth Partners

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

Historical chart of Ascent Wealth Partners 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 Ascent Wealth Partners consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Vanguard Total Stock Market ETF by Ascent Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.1M 4.1k 283.16
2024-06-30 $1.1M 4.1k 267.51
2024-03-31 $1.1M 4.1k 259.90
2023-12-31 $878k 3.7k 237.22
2023-09-30 $824k 3.9k 212.41
2023-06-30 $830k 3.8k 220.28
2023-03-31 $769k 3.8k 204.10

More positions owned by Ascent Wealth Partners

Ishares Tr Rus 1000 Grw Etf (IWF)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Apple (AAPL)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Microsoft Corporation (MSFT)
Innovator Etfs Tr Us Eqty Pwr Bf (PAUG)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Automatic Data Processing (ADP)
Alphabet Cap Stk Cl A (GOOGL)
Accenture Plc Ireland Shs Cl A (ACN)
Abbvie (ABBV)
Ishares Core Msci Emkt (IEMG)
UnitedHealth (UNH)
Oracle Corporation (ORCL)

View all positions for Ascent Wealth Partners

Top funds holding Vanguard Total Stock Market ETF

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

View all funds holding Vanguard Total Stock Market ETF