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Vanguard Total Stock Market ETF shares owned by Forbes Financial Planning

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

Historical chart of Forbes Financial 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 Forbes Financial 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 Forbes Financial Planning

Quarter filed Position value Share count Share price at filing
2024-09-30 $8.8M 31k 283.16
2024-06-30 $8.2M 31k 267.51
2024-03-31 $7.7M 30k 259.90
2023-09-30 $5.9M 28k 212.41
2023-06-30 $5.8M 26k 220.29
2023-03-31 $5.4M 26k 204.10

More positions owned by Forbes Financial Planning

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares U S Etf Tr Blackrock Sh Dur (NEAR)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Index Fds Value Etf (VTV)
Spdr Ser Tr Portfolio Intrmd (SPIB)
Fidelity Covington Trust Vlu Factor Etf (FVAL)
Spdr Ser Tr S&p Divid Etf (SDY)
Apple (AAPL)
Ishares Tr Core Div Grwth (DGRO)
Select Sector Spdr Tr Sbi Healthcare (XLV)

View all positions for Forbes Financial 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