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Cyndeo Wealth Partners »

Vanguard Total Stock Market ETF shares owned by Cyndeo Wealth Partners

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

Historical chart of Cyndeo Wealth Partners 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 Cyndeo Wealth Partners 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 Cyndeo Wealth Partners

Quarter filed	Position value	Share count	Share price at filing
2024-03-31	$6.5M	25k	259.90
2023-12-31	$6.0M	26k	237.22
2023-09-30	$6.4M	30k	212.41
2023-06-30	$6.6M	30k	220.28
2023-03-31	$5.0M	25k	204.10
2022-12-31	$5.5M	29k	191.19

More positions owned by Cyndeo Wealth Partners

Microsoft Corporation (MSFT)

Ishares Tr Core Us Aggbd Et (AGG)

First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)

Broadcom (AVGO)

First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC)

Abbott Laboratories (ABT)

Ishares Tr Tips Bd Etf (TIP)

First Tr Exchange-traded Senior Ln Fd (FTSL)

First Tr Exchng Traded Fd Vi Tcw Uncontrai (UCON)

Principal Exchange Traded Active High Yl (YLD)

Ishares Tr 0-5 Yr Tips Etf (STIP)

JPMorgan Chase & Co. (JPM)

View all positions for Cyndeo Wealth Partners

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