Jackson Wealth Management »

Vanguard Total Stock Market ETF shares owned by Jackson Wealth Management

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

Historical chart of Jackson Wealth Management 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 Jackson Wealth Management 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 Jackson Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $725k 2.6k 283.31
2024-06-30 $685k 2.6k 267.68
2024-03-31 $665k 2.6k 259.87
2023-12-31 $607k 2.6k 237.20
2023-09-30 $544k 2.6k 212.58
2023-06-30 $564k 2.6k 220.40
2023-03-31 $522k 2.6k 204.10
2022-09-30 $459k 2.6k 179.37
2022-03-31 $583k 2.6k 227.82
2021-12-31 $4.7M 19k 241.43
2021-09-30 $46k 19k 2.44
2021-06-30 $570k 2.6k 222.74
2021-03-31 $530k 2.6k 206.71
2020-12-31 $499k 2.6k 194.62
2020-09-30 $437k 2.6k 170.44
2020-06-30 $401k 2.6k 156.40
2020-03-31 $380k 2.6k 148.21
2019-12-31 $1.7M 9.9k 167.47
2019-09-30 $1.5M 9.7k 148.86
2019-06-30 $1.6M 11k 152.55
2019-03-31 $1.5M 11k 144.69
2018-12-31 $1.3M 11k 124.80
2018-09-30 $8.0M 53k 149.66
2018-06-30 $7.7M 52k 146.63
2018-03-31 $8.4M 62k 135.80
2017-12-31 $9.6M 68k 140.95
2017-09-30 $20M 151k 131.24
2017-06-30 $19M 147k 127.05
2017-03-31 $17M 140k 120.88
2016-12-31 $3.2M 28k 116.71
2016-09-30 $2.8M 26k 109.71
2016-06-30 $2.7M 26k 107.15
2016-03-31 $2.7M 26k 104.02
2015-12-31 $11M 109k 98.58
2015-09-30 $11M 109k 98.72
2015-06-30 $12M 113k 106.73
2015-03-31 $11M 104k 107.25
2014-12-31 $10M 97k 106.00

More positions owned by Jackson Wealth Management

United States Treas Bills Tsrys58198
Microsoft Corp MSFT (MSFT)
Schwab Value Advantage Money Inv SWVXX (SWVXX)
Vanguard Index Fds S&p 500 Etf Voo (VOO)
Apple Aapl (AAPL)
Schwab Charles Famil Muni Money 0 (SWOXX)
Broadcom Avgo (AVGO)
Costco Whsl Corp Cost (COST)
Kla Corp Klac (KLAC)
Spdr Ser Tr Portfolio S&p500 SPLG (SPLG)
Ishares Tr Core S&p500 Etf Ivv (IVV)
Eq/equity 500 Index 0
Mastercard Incorporated Cl A Ma (MA)
Ishares Tr S&p 100 Etf Oef (OEF)
Ishares Tr Core Div Grwth Dgro (DGRO)

View all positions for Jackson Wealth Management

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