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Vanguard Total Stock Market ETF shares owned by Blue Bell Private Wealth Management

Quarter-by-quarter ownership of Vanguard Total Stock Market ETF (VTI) shares owned by Blue Bell Private Wealth Management from 13F filings

Historical chart of Blue Bell Private Wealth Management 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 Blue Bell Private Wealth Management 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 Blue Bell Private Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $8.1M 31k 259.90
2023-12-31 $7.7M 32k 237.22
2023-09-30 $7.2M 34k 212.41
2023-06-30 $7.7M 35k 220.28
2023-03-31 $7.5M 37k 204.10
2022-12-31 $7.2M 38k 191.19
2022-09-30 $7.5M 42k 179.48
2022-06-30 $7.9M 42k 188.63
2022-03-31 $11M 47k 227.66
2021-12-31 $12M 48k 241.45
2021-09-30 $12M 53k 222.30
2021-06-30 $12M 54k 222.83
2021-03-31 $9.3M 45k 206.69
2020-12-31 $2.4M 12k 194.95
2020-09-30 $2.2M 13k 170.33
2020-06-30 $2.0M 13k 156.91
2020-03-31 $1.7M 14k 128.92
2019-12-31 $2.3M 14k 163.63
2019-09-30 $2.1M 14k 151.02
2019-06-30 $2.1M 14k 150.12
2019-03-31 $2.1M 15k 144.72
2018-12-31 $1.9M 15k 127.65
2018-09-30 $995k 6.6k 149.69
2018-06-30 $955k 6.8k 140.50
2018-03-31 $1.0M 7.4k 135.67
2017-12-31 $997k 7.3k 137.14
2017-09-30 $1.0M 7.8k 129.58
2017-06-30 $1.0M 8.3k 124.49
2017-03-31 $1.0M 8.3k 121.37
2016-12-31 $985k 8.5k 115.37
2016-09-30 $962k 8.6k 111.38
2016-06-30 $1.0M 9.8k 107.19
2016-03-31 $1.0M 9.8k 104.84
2015-12-31 $1.0M 9.8k 104.34
2015-09-30 $1.1M 11k 98.74
2015-06-30 $1.2M 11k 107.06
2015-03-31 $1.2M 11k 107.24
2014-12-31 $1.2M 11k 105.96
2014-09-30 $1.1M 11k 101.23
2014-06-30 $1.1M 11k 101.80
2014-03-31 $890k 9.1k 97.43
2013-12-31 $876k 9.1k 95.89
2013-09-30 $827k 9.4k 87.65
2013-06-30 $825k 10k 82.62

More positions owned by Blue Bell Private Wealth Management

Spdr S&p 500 Etf Trust Etf (SPY)
General Amern Invs Cef (GAM)
Adams Diversified Equity Cef (ADX)
Schwab U.s. Large-cap Etf Etf (SCHX)
Schwab U.s. Broad Market Etf Etf (SCHB)
Tri Contl Corp Cef (TY)
Vanguard Total Stock Market Etf Etf (VTI)
Ishares Russell 2000 Etf Etf (IWM)
Invesco S&p 500 Equal Weight Etf Etf (RSP)
Spdr Dow Jones Industrial Average Etf Trust Etf (DIA)
Royce Value Tr Cef (RVT)
Schwab U.s. Small-cap Etf Etf (SCHA)
Allianzim U.s. Large Cap Buffer20 Oct Etf Etf (OCTW)
Ishares Core S&p 500 Etf Etf (IVV)
Vanguard S&p 500 Etf Etf (VOO)

View all positions for Blue Bell Private Wealth Management

Top funds holding Vanguard Total Stock Market ETF

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Wells Fargo & Company
Ballentine Partners
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Jpmorgan Chase & Co
UBS Group

View all funds holding Vanguard Total Stock Market ETF