Vanguard Total Stock Market ETF shares owned by Confluence Wealth Services
Quarter-by-quarter ownership of Vanguard Total Stock Market ETF (VTI) shares owned by Confluence Wealth Services
from 13F filings
Historical chart of Confluence Wealth Services investment in Vanguard Total Stock Market ETF
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Quarterly reported holdings in Vanguard Total Stock Market ETF by Confluence Wealth Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $12M | 36k | 328.17 |
| 2025-06-30 | $11M | 35k | 303.93 |
| 2025-03-31 | $9.9M | 38k | 263.44 |
| 2024-12-31 | $1.6M | 5.1k | 302.16 |
| 2024-09-30 | $1.4M | 4.9k | 283.15 |
| 2024-06-30 | $1.3M | 4.9k | 267.50 |
| 2024-03-31 | $1.3M | 4.8k | 259.89 |
| 2023-12-31 | $983k | 4.1k | 237.21 |
| 2023-09-30 | $892k | 4.2k | 212.39 |
| 2023-06-30 | $912k | 4.1k | 220.29 |
| 2023-03-31 | $842k | 4.1k | 204.12 |
| 2022-12-31 | $785k | 4.1k | 191.17 |
| 2022-09-30 | $741k | 4.1k | 179.25 |
| 2022-06-30 | $870k | 4.1k | 211.11 |
| 2022-03-31 | $921k | 4.0k | 227.63 |
| 2021-12-31 | $964k | 4.0k | 241.36 |
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