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Vanguard Total Stock Market ETF shares owned by Heritage Family Offices

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

Historical chart of Heritage Family Offices 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 Heritage Family Offices 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 Heritage Family Offices

Quarter filed Position value Share count Share price at filing
2025-09-30 $272k 828 328.17
2025-06-30 $223k 817 273.43
2025-03-31 $225k 817 274.84
2024-12-31 $267k 921 289.81
2024-09-30 $352k 1.2k 283.16
2024-06-30 $238k 891 267.51