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Vanguard Total Stock Market ETF shares owned by LVW Advisors

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

Historical chart of LVW 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 LVW 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 LVW Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.2M 3.5k 328.15
2025-06-30 $1.1M 3.5k 303.91
2025-03-31 $1.8M 6.4k 274.83
2024-12-31 $1.8M 6.2k 289.80
2024-09-30 $1.8M 6.3k 283.15
2024-06-30 $1.5M 5.6k 267.50
2024-03-31 $783k 3.0k 259.88
2023-12-31 $720k 3.0k 237.20
2023-09-30 $638k 3.0k 212.39
2023-06-30 $586k 2.7k 220.26
2023-03-31 $896k 4.4k 204.09
2022-12-31 $381k 2.0k 191.19
2022-09-30 $354k 2.0k 179.51
2022-06-30 $447k 2.4k 188.69
2022-03-31 $631k 2.8k 227.88
2021-12-31 $449k 1.9k 241.66
2021-09-30 $1.1M 5.1k 222.09
2021-06-30 $1.1M 5.1k 222.74
2021-03-31 $1.1M 5.1k 206.71
2020-12-31 $972k 5.0k 194.63
2020-09-30 $867k 5.1k 170.27
2020-06-30 $766k 4.9k 156.58
2020-03-31 $629k 4.9k 128.97
2019-12-31 $1.4M 8.3k 163.56
2019-09-30 $1.2M 8.1k 151.00
2019-06-30 $1.2M 7.8k 150.10
2019-03-31 $1.1M 7.8k 144.74
2018-12-31 $529k 4.1k 127.59
2018-09-30 $610k 4.1k 149.58
2018-06-30 $485k 3.5k 140.34
2018-03-31 $491k 3.6k 135.79
2016-12-31 $664k 5.8k 115.26
2016-03-31 $206k 2.0k 104.83
2015-06-30 $11M 99k 107.02

More positions owned by LVW Advisors

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)
Apple (AAPL)
Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Index Fds Growth Etf (VUG)
NVIDIA Corporation (NVDA)
Ab Active Etfs Tax Aware Interm (TAFM)
Capital Group International SHS (CGIE)
Spdr Series Trust Portfolio S&p500 (SPLG)
Ishares Tr Shrt Nat Mun Etf (SUB)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)

View all positions for LVW Advisors

Top funds holding Vanguard Total Stock Market ETF

Vanguard Group
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LPL Financial
Morgan Stanley
WealthNavi
Northern Trust
HB Wealth Management
Hanson McClain Advisors
Creative Planning
Wellspring Financial Advisors
Ballentine Partners
Envestnet Asset Management
Wells Fargo & Company

View all funds holding Vanguard Total Stock Market ETF