M Wealth Management »

Vanguard Total Stock Market ETF shares owned by M Wealth Management

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

Historical chart of M 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 M 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 M Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $408k 1.2k 328.25
2025-06-30 $377k 1.2k 303.83
2025-03-31 $341k 1.2k 274.75
2024-12-31 $358k 1.2k 289.83

More positions owned by M Wealth Management

Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Schwab Strategic Tr Us Tips Etf (SCHP)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Wisdomtree Tr Floatng Rat Trea (USFR)
Invesco Actvely Mngd Etc Optimum Yield (PDBC)
Ishares Gold Tr Shares Represent (IAUM)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Angel Oak Funds Trust Oak Ultrashort (UYLD)
American Centy Etf Tr Avantis All Eqt (AVGV)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Apple (AAPL)

View all positions for M Wealth Management

Top funds holding Vanguard Total Stock Market ETF

Vanguard Group
Rakuten Investment Management
Betterment
Wealthfront Advisers
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