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Vanguard Total Stock Market ETF shares owned by Burns Wealth Management

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

Historical chart of Burns 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 Burns 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 Burns Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $1.7M 5.8k 289.83
2024-09-30 $1.6M 5.7k 283.15
2024-06-30 $1.5M 5.7k 267.51
2024-03-31 $1.6M 6.1k 259.90
2023-09-30 $1.3M 6.1k 212.41
2023-06-30 $3.3M 15k 220.28
2023-03-31 $1.6M 7.6k 204.11
2022-12-31 $1.8M 9.6k 191.18
2022-09-30 $1.9M 10k 179.49
2022-06-30 $3.8M 20k 188.64
2022-03-31 $2.5M 11k 227.63
2021-12-31 $2.7M 11k 241.40
2021-06-30 $4.1M 19k 222.80
2021-03-31 $2.7M 13k 206.70
2020-12-31 $2.5M 13k 194.60
2020-09-30 $2.2M 13k 170.33
2020-06-30 $2.1M 13k 156.56
2020-03-31 $1.6M 12k 128.89
2019-12-31 $1.9M 12k 163.62
2019-09-30 $1.2M 7.9k 150.95
2019-06-30 $1.2M 7.9k 150.11
2019-03-31 $1.1M 7.9k 144.68
2018-12-31 $1.0M 8.0k 127.64
2018-09-30 $1.2M 8.0k 149.65
2018-06-30 $1.2M 8.2k 140.43
2018-03-31 $1.2M 8.6k 135.78
2017-12-31 $1.2M 8.8k 137.30
2017-09-30 $243k 1.9k 129.39
2017-03-31 $871k 7.2k 120.25
2016-12-31 $768k 6.7k 115.32
2016-09-30 $750k 6.9k 108.96
2016-06-30 $720k 6.7k 107.13
2016-03-31 $700k 6.7k 104.76
2013-03-31 $44k 540 81.48

More positions owned by Burns Wealth Management

Apple (AAPL)
Microsoft Corporation (MSFT)
Vanguard Index Fds Value Etf (VTV)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Amazon (AMZN)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Alphabet Cap Stk Cl C (GOOG)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Meta Platforms Cl A (META)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core S&p500 Etf (IVV)
UnitedHealth (UNH)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Ishares Tr Sp Smcp600vl Etf (IJS)

View all positions for Burns Wealth Management

Top funds holding Vanguard Total Stock Market ETF

Vanguard Group
Betterment
Bank of America Corporation
LPL Financial
Morgan Stanley
WealthNavi
Northern Trust
Hanson McClain Advisors
HB Wealth Management
Life Planning Partners
Creative Planning
Envestnet Asset Management
Wellspring Financial Advisors
Ballentine Partners
Wells Fargo & Company

View all funds holding Vanguard Total Stock Market ETF