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Vanguard Total Stock Market ETF shares owned by Ibex Wealth Advisors

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

Historical chart of Ibex Wealth Advisors 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 Ibex Wealth Advisors 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 Ibex Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $943k 2.9k 328.18
2025-06-30 $872k 2.9k 303.89
2024-12-31 $838k 2.9k 289.79
2022-12-31 $506k 2.6k 191.30
2022-06-30 $1.6M 8.4k 188.60
2022-03-31 $2.5M 11k 227.67
2021-12-31 $2.4M 9.7k 241.43
2021-09-30 $2.0M 8.8k 222.02
2021-06-30 $1.6M 7.4k 222.78
2019-12-31 $1.7M 11k 163.63
2019-09-30 $1.7M 11k 151.03
2019-06-30 $1.7M 11k 150.05
2018-09-30 $2.2M 15k 149.81
2018-06-30 $2.1M 16k 132.58
2018-03-31 $2.1M 16k 132.58
2017-09-30 $1.9M 15k 130.92
2017-06-30 $1.8k 77 23.21
2016-12-31 $1.5M 13k 116.92
2016-09-30 $1.3M 12k 111.41