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Vanguard Total Stock Market ETF shares owned by Berkeley Capital Partners

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

Historical chart of Berkeley Capital 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 Berkeley Capital Partners 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 Berkeley Capital Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.8M 10k 283.16
2024-06-30 $2.7M 10k 267.52
2024-03-31 $2.7M 10k 259.91
2023-12-31 $2.4M 10k 237.22
2023-09-30 $2.1M 10k 212.41
2023-06-30 $2.2M 10k 220.28
2023-03-31 $2.0M 9.9k 204.09
2022-12-31 $1.9M 10k 191.20
2022-09-30 $1.8M 9.9k 179.49
2022-06-30 $1.9M 9.8k 188.62
2022-03-31 $2.2M 9.7k 227.68
2021-12-31 $721k 3.0k 241.62
2021-09-30 $594k 2.7k 222.22
2021-06-30 $573k 2.6k 222.78
2021-03-31 $506k 2.4k 206.61
2020-12-31 $457k 2.3k 194.80
2020-09-30 $456k 2.7k 170.21
2020-06-30 $439k 2.8k 156.39
2020-03-31 $412k 3.2k 128.91
2019-12-31 $758k 4.6k 163.61
2019-09-30 $732k 4.8k 151.02
2019-06-30 $703k 4.7k 150.02
2019-03-31 $719k 5.0k 144.64
2018-12-31 $646k 5.1k 127.59
2018-09-30 $568k 3.8k 149.55
2018-06-30 $564k 4.0k 140.37
2018-03-31 $515k 3.8k 135.60
2017-12-31 $642k 4.7k 137.27
2017-09-30 $684k 5.3k 129.57
2017-06-30 $738k 5.9k 124.49
2017-03-31 $784k 6.5k 121.29
2016-12-31 $823k 7.1k 115.25
2016-09-30 $1.8M 17k 111.31
2016-06-30 $2.3M 22k 107.15
2016-03-31 $3.2M 31k 104.82
2015-12-31 $15M 140k 104.30

More positions owned by Berkeley Capital Partners

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)
Vanguard World Industrial Etf (VIS)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Microsoft Corporation (MSFT)
Vaneck Etf Trust Gold Miners Etf (GDX)
Ishares Tr U.s. Tech Etf (IYW)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Vanguard Index Fds Mid Cap Etf (VO)
Apple (AAPL)
NVIDIA Corporation (NVDA)

View all positions for Berkeley Capital Partners

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