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Vanguard Total Stock Market ETF shares owned by Connecticut Wealth Management

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

Historical chart of Connecticut Wealth Management 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 Connecticut Wealth Management 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 Connecticut Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $20M 86k 237.22
2023-09-30 $19M 88k 212.41
2023-06-30 $20M 89k 220.28
2023-03-31 $18M 88k 204.10
2022-12-31 $8.7M 45k 191.19
2022-09-30 $8.2M 46k 179.48
2022-06-30 $8.6M 46k 188.62
2022-03-31 $10M 46k 227.66
2021-12-31 $11M 46k 241.43
2021-09-30 $10M 46k 222.05
2021-06-30 $10M 46k 222.81
2021-03-31 $10M 50k 199.53
2020-12-31 $9.2M 48k 193.93
2020-09-30 $8.2M 48k 170.31
2020-06-30 $8.1M 52k 156.12
2020-03-31 $6.6M 51k 128.90
2019-12-31 $8.4M 52k 163.61
2019-09-30 $8.1M 54k 151.00
2019-06-30 $8.1M 54k 150.09
2019-03-31 $4.0M 28k 144.70
2018-12-31 $3.6M 28k 127.62
2018-09-30 $4.1M 28k 149.88
2018-06-30 $4.0M 28k 140.78
2018-03-31 $3.7M 28k 132.65
2017-12-31 $4.2M 30k 140.70
2017-09-30 $3.9M 30k 130.92
2017-06-30 $4.1M 33k 124.62
2017-03-31 $3.9M 33k 120.60
2016-12-31 $3.8M 32k 117.24
2016-09-30 $3.6M 32k 110.48

More positions owned by Connecticut Wealth Management

Ishares Tr Msci Usa Qlt Fct (QUAL)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p Scp Etf (IJR)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Core Msci Emkt (IEMG)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Connecticut Wealth Management

Top funds holding Vanguard Total Stock Market ETF

Vanguard Group
Betterment
Us Bancorp
Wealthfront Advisers
Bank of America Corporation
WealthNavi
Hanson McClain Advisors
Creative Planning
HB Wealth Management
Wells Fargo & Company
Ballentine Partners
HPM Partners
National Mutual Insurance Federation of Agricultural Cooperatives
Jpmorgan Chase & Co
UBS Group

View all funds holding Vanguard Total Stock Market ETF