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Vanguard Total Stock Market ETF shares owned by Essential Planning

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

Historical chart of Essential Planning 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 Essential Planning 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 Essential Planning

Quarter filed Position value Share count Share price at filing
2024-09-30 $15M 52k 283.17
2024-06-30 $14M 52k 267.52
2024-03-31 $13M 53k 237.23
2023-09-30 $11M 54k 212.64
2023-06-30 $12M 55k 219.97
2023-03-31 $11M 54k 204.10
2022-12-31 $7.6M 42k 179.89
2022-09-30 $244k 1.4k 179.15

More positions owned by Essential Planning

Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Vanguard Index Fds Total Stk Mkt (VTI)
Eli Lilly & Co. (LLY)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Ishares Tr Ibonds 24 Trm Ts (IBTE)
Ishares Tr Mbs Etf (MBB)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Pimco Etf Tr Active Bd Etf (BOND)
Ishares Tr 1 3 Yr Treas Bd (SHY)

View all positions for Essential Planning

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