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Vanguard Total Stock Market ETF shares owned by Lifeworks Advisors

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

Historical chart of Lifeworks 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 Lifeworks 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 Lifeworks Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $269k 1.1k 237.22
2023-09-30 $245k 1.2k 212.41
2023-06-30 $254k 1.2k 220.28
2023-03-31 $235k 1.2k 204.10
2022-06-30 $211k 1.1k 188.39
2022-03-31 $237k 1.0k 227.45
2021-12-31 $248k 1.0k 241.01

More positions owned by Lifeworks Advisors

Vanguard Malvern Fds Strm Infproidx (VTIP)
Ishares Tr Us Treas Bd Etf (GOVT)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Fidelity Covington Trust Msci Hlth Care I (FHLC)
Fidelity Covington Trust Msci Info Tech I (FTEC)
Vaneck Merk Gold Tr Gold Trust (OUNZ)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Ishares Tr Mbs Etf (MBB)
Johnson & Johnson (JNJ)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Campbell Soup Company (CPB)
Gilead Sciences (GILD)
Merck & Co (MRK)
Otis Worldwide Corp (OTIS)
Microsoft Corporation (MSFT)

View all positions for Lifeworks 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
Wells Fargo & Company
Ballentine Partners
HPM Partners
Jpmorgan Chase & Co
UBS Group
BKD Wealth Advisors

View all funds holding Vanguard Total Stock Market ETF