LJI Wealth Management »

Vanguard Total Stock Market ETF shares owned by LJI Wealth Management

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

Historical chart of LJI 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 LJI 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 LJI Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $14M 51k 283.16
2024-06-30 $13M 49k 267.51
2024-03-31 $12M 48k 259.90
2023-09-30 $12M 57k 212.41
2023-06-30 $8.8M 40k 220.28
2023-03-31 $7.9M 39k 204.10
2022-12-31 $6.2M 32k 191.19

More positions owned by LJI Wealth Management

Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr 0-5yr Invt Gr Cp (SLQD)
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)
Ishares Tr Russell 2000 Etf (IWM)
Ishares Tr Fltg Rate Nt Etf (FLOT)
Apple Put Option (AAPL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Rus Mid Cap Etf (IWR)
Amplify Etf Tr High Income (YYY)
Vanguard Scottsdale Fds Vng Rus2000grw (VTWG)
Vanguard Admiral Fds Midcp 400 Grth (IVOG)
Invesco Exchange Traded Fd T Dorsey Wright Mo (PDP)
Eli Lilly & Co. (LLY)
JPMorgan Chase & Co. (JPM)

View all positions for LJI 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