JFS Wealth Advisors »

Vanguard Total Stock Market ETF shares owned by JFS Wealth Advisors

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

Historical chart of JFS 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 JFS 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 JFS Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $8.1M 31k 259.90
2023-12-31 $7.5M 32k 237.22
2023-09-30 $6.7M 32k 212.41
2023-06-30 $7.1M 32k 220.28
2023-03-31 $6.7M 33k 204.10
2022-12-31 $6.1M 32k 191.19
2022-09-30 $3.8M 21k 179.48
2022-06-30 $3.9M 21k 188.62
2022-03-31 $5.1M 22k 227.70
2021-12-31 $5.3M 22k 241.42
2021-09-30 $4.8M 22k 222.06
2021-06-30 $5.0M 23k 222.80
2021-03-31 $4.4M 21k 206.71
2020-12-31 $3.8M 20k 194.64
2020-09-30 $2.9M 17k 170.30
2020-06-30 $2.3M 15k 156.55
2020-03-31 $2.1M 16k 128.91
2019-12-31 $1.8M 11k 163.66
2019-09-30 $1.7M 11k 150.99
2019-06-30 $1.7M 11k 150.08
2019-03-31 $1.6M 11k 144.74
2018-12-31 $1.4M 11k 127.61
2018-09-30 $1.7M 11k 149.68
2018-06-30 $1.6M 11k 140.46
2018-03-31 $1.6M 12k 135.73
2017-12-31 $2.2M 16k 137.25
2017-09-30 $2.5M 20k 129.50
2017-06-30 $2.8M 23k 124.46
2017-03-31 $6.0M 52k 115.31
2016-12-31 $6.0M 52k 115.31
2016-09-30 $8.3M 74k 111.33
2016-06-30 $10M 97k 107.16
2016-03-31 $11M 108k 104.82
2015-12-31 $11M 108k 104.30
2015-09-30 $11M 108k 98.72
2015-06-30 $12M 110k 107.02
2015-03-31 $12M 114k 107.25
2014-12-31 $12M 112k 106.00
2014-09-30 $12M 115k 101.24
2014-06-30 $12M 120k 101.77
2014-03-31 $14M 145k 97.47
2013-12-31 $17M 179k 95.92
2013-09-30 $16M 187k 87.65
2013-06-30 $15M 187k 82.67

More positions owned by JFS Wealth Advisors

Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Us Equity Etf (DFUS)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Core S&p Mcp Etf (IJH)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr Rus 1000 Grw Etf (IWF)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr S&p 500 Val Etf (IVE)
Apple (AAPL)

View all positions for JFS Wealth Advisors

Top funds holding Vanguard Total Stock Market ETF

Vanguard Group
Betterment
Us Bancorp
Wealthfront Advisers
Bank of America Corporation
WealthNavi
Hanson McClain Advisors
Creative Planning
HB Wealth Management
Wellspring Financial Advisors
Wells Fargo & Company
Ballentine Partners
HPM Partners
Jpmorgan Chase & Co
UBS Group

View all funds holding Vanguard Total Stock Market ETF