Independent Wealth Advisors »

Vanguard Total Stock Market ETF shares owned by Independent Wealth Advisors

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

Historical chart of Independent 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 Independent Wealth Advisors 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 Independent Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $354k 1.1k 320.80
2025-12-31 $348k 1.0k 335.26

More positions owned by Independent Wealth Advisors

Spdr Gold Tr Gold Shs (GLD)
Neos Etf Trust Neos Enh Inc 1-3 (CSHI)
Simplify Exchange Traded Fun Hedged Equity (HEQT)
Wisdomtree Tr Floatng Rat Trea (USFR)
Simplify Exchange Traded Fun Us Eqt Pls Dwnsd (SPD)
Proshares Tr S&p 500 Dv Arist (NOBL)
J P Morgan Exchange Traded F Intl Hdgd Eqt La (HOLA)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Ishares Gold Tr Ishares New (IAU)
Strategy Day Hagan Smart (SSUS)
Vanguard World Mega Cap Index (MGC)
Ishares Silver Tr Ishares (SLV)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Simplify Exchange Traded Fun High Yield Etf (CDX)
Vanguard World Mega Grwth Ind (MGK)

View all positions for Independent Wealth Advisors

Top funds holding Vanguard Total Stock Market ETF

Gallagher Fiduciary Advisors
Rakuten Investment Management
Vanguard Group
Vanguard Global Advisers
Vanguard Advisers
Betterment
Wealthfront Advisers
Morgan Stanley
Bank of America Corporation
WealthNavi
LPL Financial
Northern Trust
HB Wealth Management
Hanson McClain Advisors
Wellspring Financial Advisors

View all funds holding Vanguard Total Stock Market ETF