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Vanguard Total Stock Market ETF shares owned by Caerus Investment Advisors

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

Historical chart of Caerus Investment 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 Caerus Investment 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 Caerus Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $589k 1.8k 328.23
2023-03-31 $260k 1.3k 204.10
2022-12-31 $273k 1.4k 191.19
2022-09-30 $256k 1.4k 179.15
2022-06-30 $270k 1.4k 188.94
2022-03-31 $284k 1.4k 198.74
2021-12-31 $695k 2.9k 241.32

More positions owned by Caerus Investment Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Global X Fds S&p 500 Covered (XYLD)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Global X Fds Nasdaq 100 Cover (QYLD)
Alphabet Cap Stk Cl C (GOOG)
Ishares Tr Russell 2000 Etf (IWM)
Ishares Tr Msci Eafe Etf (EFA)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Alphabet Cap Stk Cl A (GOOGL)
Dimensional Etf Trust Us Equity Market (DFUS)
Microsoft Corporation (MSFT)
Palantir Technologies Cl A (PLTR)

View all positions for Caerus Investment Advisors

Top funds holding Vanguard Total Stock Market ETF

Vanguard Group
Rakuten Investment Management
Betterment
Wealthfront Advisers
LPL Financial
WealthNavi
Northern Trust
HB Wealth Management
Hanson McClain Advisors
Creative Planning
Wellspring Financial Advisors
Ballentine Partners
Envestnet Asset Management
Wells Fargo & Company
Jpmorgan Chase & Co

View all funds holding Vanguard Total Stock Market ETF