Bernard Wealth Management Corp. »

Vanguard Total Stock Market ETF shares owned by Bernard Wealth Management Corp.

Quarter-by-quarter ownership of Vanguard Total Stock Market ETF (VTI) shares owned by Bernard Wealth Management Corp. from 13F filings

Historical chart of Bernard Wealth Management Corp. 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 Bernard Wealth Management Corp. 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 Bernard Wealth Management Corp.

Quarter filed Position value Share count Share price at filing
2025-09-30 $26k 80 328.56
2025-06-30 $23k 76 304.18
2025-03-31 $85k 308 274.90
2024-12-31 $88k 304 289.83