Vanguard Total Stock Market ETF shares owned by Compass Ion Advisors
Quarter-by-quarter ownership of Vanguard Total Stock Market ETF (VTI) shares owned by Compass Ion Advisors
from 13F filings
Historical chart of Compass Ion Advisors investment in Vanguard Total Stock Market ETF
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All positions including Vanguard Total Stock Market ETF held by Compass Ion Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Vanguard Total Stock Market ETF by Compass Ion Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $141M | 498k | 283.16 |
2024-06-30 | $127M | 488k | 259.92 |
2024-03-31 | $125M | 481k | 259.90 |
2023-12-31 | $116M | 487k | 237.22 |
2023-09-30 | $107M | 501k | 212.41 |
2023-06-30 | $55M | 250k | 220.28 |
2023-03-31 | $29M | 144k | 204.10 |
2022-12-31 | $25M | 133k | 191.19 |
2022-09-30 | $29M | 163k | 179.47 |
2022-06-30 | $31M | 162k | 188.62 |
2022-03-31 | $47M | 207k | 227.67 |
2021-12-31 | $40M | 181k | 222.06 |
2021-09-30 | $40M | 181k | 222.06 |
2021-06-30 | $26M | 118k | 222.82 |
2021-03-31 | $22M | 107k | 206.69 |
2020-12-31 | $21M | 110k | 194.64 |
2020-09-30 | $42M | 268k | 156.53 |
2020-06-30 | $42M | 268k | 156.53 |
2020-03-31 | $291k | 2.3k | 128.82 |
2019-12-31 | $379k | 2.3k | 163.79 |
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