Family Wealth Partners »

Vanguard Total Stock Market ETF shares owned by Family Wealth Partners

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

Historical chart of Family 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 Family Wealth Partners consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Vanguard Total Stock Market ETF by Family Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $6.5M 23k 283.16
2024-06-30 $6.2M 23k 267.50
2024-03-31 $5.5M 21k 259.90
2023-12-31 $5.7M 24k 237.22

More positions owned by Family Wealth Partners

Lpl Financial Holdings (LPLA)
Ishares Tr Core S&p Ttl Stk (ITOT)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds Small Cp Etf (VB)
Dimensional Etf Trust Us High Profitab (DUHP)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Index Fds Total Stk Mkt (VTI)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Ishares Tr Core Msci Intl (IDEV)
Dimensional Etf Trust Intl High Profit (DIHP)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Short Duration F (DFSD)
Vanguard Index Fds Value Etf (VTV)

View all positions for Family Wealth Partners

Top funds holding Vanguard Total Stock Market ETF

Vanguard Group
Wealthfront Advisers
Us Bancorp
LPL Financial
Bank of America Corporation
Morgan Stanley
WealthNavi
Northern Trust
Hanson McClain Advisors
HB Wealth Management
Creative Planning
Envestnet Asset Management
Wellspring Financial Advisors
Ballentine Partners
Wells Fargo & Company

View all funds holding Vanguard Total Stock Market ETF