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Vanguard Total Stock Market ETF shares owned by Carl P. Sherr & Co

Quarter-by-quarter ownership of Vanguard Total Stock Market ETF (VTI) shares owned by Carl P. Sherr & Co from 13F filings

Historical chart of Carl P. Sherr & Co 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 Carl P. Sherr & Co 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 Carl P. Sherr & Co

Quarter filed Position value Share count Share price at filing
2024-06-30 $3.6M 14k 267.52
2024-03-31 $3.5M 14k 259.91
2023-12-31 $3.4M 14k 237.22
2023-09-30 $2.9M 14k 212.41
2023-06-30 $3.1M 14k 220.27
2023-03-31 $2.7M 14k 204.10
2022-12-31 $2.6M 13k 191.19

More positions owned by Carl P. Sherr & Co

Ishares Tr Ishs 5-10yr Invt (IGIB)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Core S&p Us Vlu (IUSV)
Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr Core Msci Total (IXUS)
Eli Lilly & Co. (LLY)
Home Depot (HD)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Rus Mid Cap Etf (IWR)
Vanguard Index Fds Total Stk Mkt (VTI)
Costco Wholesale Corporation (COST)
JPMorgan Chase & Co. (JPM)
NVIDIA Corporation (NVDA)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Carl P. Sherr & Co

Top funds holding Vanguard Total Stock Market ETF

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

View all funds holding Vanguard Total Stock Market ETF