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Vanguard Total Stock Market ETF shares owned by Burt Wealth Advisors

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

Historical chart of Burt Wealth Advisors 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 Burt Wealth Advisors 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 Burt Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $392k 1.4k 283.16
2024-06-30 $371k 1.4k 267.51
2024-03-31 $408k 1.6k 259.98
2023-12-31 $329k 1.4k 237.22
2023-09-30 $294k 1.4k 212.41
2023-06-30 $305k 1.4k 220.28
2023-03-31 $283k 1.4k 204.10
2022-12-31 $253k 1.3k 190.94
2022-09-30 $220k 1.2k 179.59
2022-06-30 $231k 1.2k 188.57
2022-03-31 $279k 1.2k 227.76
2021-12-31 $296k 1.2k 241.63
2021-09-30 $343k 1.5k 222.01
2021-06-30 $344k 1.5k 222.65
2021-03-31 $319k 1.5k 206.47
2020-12-31 $305k 1.6k 194.39
2020-09-30 $267k 1.6k 170.17
2020-06-30 $243k 1.6k 156.27
2020-03-31 $200k 1.6k 128.62
2019-12-31 $254k 1.6k 163.34
2019-09-30 $254k 1.7k 151.01
2019-06-30 $252k 1.7k 149.82
2019-03-31 $243k 1.7k 144.47
2018-12-31 $215k 1.7k 127.82
2018-09-30 $257k 1.7k 149.77
2018-06-30 $241k 1.7k 140.44
2018-03-31 $233k 1.7k 135.78
2017-12-31 $236k 1.7k 137.53
2017-09-30 $374k 2.9k 129.64
2017-06-30 $7.0k 63 111.11
2017-03-31 $8.0k 63 126.98
2016-12-31 $7.0k 63 111.11
2016-09-30 $7.0k 63 111.11

More positions owned by Burt Wealth Advisors

Caci Intl Cl A (CACI)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Bd Index Fds Intermed Term (BIV)
World Gold Tr Spdr Gld Minis (GLDM)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Ser Tr Portfolio Intrmd (SPIB)
Ishares Tr Msci Eafe Min Vl (EFAV)
Invesco Exch Traded Fd Tr Ii S&p Intl Low (IDLV)
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Schwab Strategic Tr Fundamental Us L (FNDX)
Ishares Tr 0-5 Yr Tips Etf (STIP)
UnitedHealth (UNH)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Ishares Tr National Mun Etf (MUB)

View all positions for Burt Wealth Advisors

Top funds holding Vanguard Total Stock Market ETF

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

View all funds holding Vanguard Total Stock Market ETF