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Vanguard Total Stock Market ETF shares owned by LM Advisors

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

Historical chart of LM 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 LM 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 LM Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $10M 36k 283.17
2024-03-31 $10M 40k 259.91
2023-12-31 $8.6M 36k 237.22

More positions owned by LM Advisors

Amazon (AMZN)
Vanguard Index Fds S&p 500 Etf Etf (VOO)
Spdr S&p 500 Etf Tr Tr Unit Etf (SPY)
Invesco Exch Trd Slf Idx Fd Rusl 1000 Dynm Etf (OMFL)
Apple (AAPL)
Alphabet Inc Cap Stk Cl C Cl C (GOOG)
Vanguard Specialized Funds Div App Etf Etf (VIG)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 Etf (QQQ)
Vanguard Index Fds Total Stk Mkt Etf (VTI)
Alphabet Inc Cap Stk Cl A Cl A (GOOGL)
Meta Platforms Inc Cl A Cl A (META)
Berkshire Hathaway Inc Del Cl A Cl A (BRK.A)
Vanguard World Fd Health Car Etf Etf (VHT)
Invesco Exchange Traded Fd T S&p500 Eql Wgt Etf (RSP)

View all positions for LM Advisors

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