MAI Wealth Advisors »

Vanguard Total Stock Market ETF shares owned by MAI Wealth Advisors

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

Historical chart of MAI Wealth 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 MAI Wealth Advisors 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 MAI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $103M 365k 283.16
2024-06-30 $98M 368k 267.51
2024-03-31 $95M 366k 259.90
2023-12-31 $82M 346k 237.22
2023-09-30 $76M 356k 212.41
2023-06-30 $79M 360k 220.28
2023-03-31 $73M 356k 204.10
2022-12-31 $68M 357k 191.19
2022-09-30 $64M 359k 179.47
2022-06-30 $64M 337k 188.62
2022-03-31 $70M 308k 227.67
2021-12-31 $73M 302k 241.44
2021-09-30 $68M 304k 222.06
2021-06-30 $69M 307k 222.82
2021-03-31 $64M 309k 206.69
2020-12-31 $59M 305k 194.64
2020-09-30 $28M 164k 170.31
2020-06-30 $26M 165k 156.53
2020-03-31 $22M 167k 128.91
2019-12-31 $26M 160k 163.62
2019-09-30 $24M 156k 151.00
2019-06-30 $22M 150k 150.09
2019-03-31 $20M 141k 144.71
2018-12-31 $17M 135k 127.63
2018-09-30 $3.5M 23k 149.66
2018-06-30 $3.3M 23k 140.44
2018-03-31 $2.8M 21k 135.73
2017-12-31 $2.8M 21k 137.25
2017-09-30 $2.7M 21k 129.51
2017-06-30 $1.5M 12k 124.43
2017-03-31 $1.5M 12k 121.32
2016-12-31 $1.4M 12k 115.36
2016-09-30 $1.3M 12k 111.31
2016-06-30 $1.3M 12k 107.16
2016-03-31 $1.3M 12k 104.78
2015-12-31 $1.2M 12k 104.29
2015-09-30 $1.2M 12k 98.74
2015-06-30 $1.3M 12k 107.06
2015-03-31 $1.3M 13k 107.21
2014-12-31 $1.2M 12k 106.01
2012-03-31 $713k 9.9k 72.28

More positions owned by MAI Wealth Advisors

iShares S&P 500 Index Ez (IVV)
Spdr S&p 500 Etf Trust Ee (SPY)
Apple CS (AAPL)
Microsoft Corp CS (MSFT)
iShares S&P Mid Cap Index Ez (IJH)
iShares S&P Small Cap Index Ez (IJR)
Nvidia Corp CS (NVDA)
Amazon CS (AMZN)
Vanguard FTSE Developed Mkts E Ee (VEA)
Vanguard Dividend Appreciation Ee (VIG)
iShares S&P Barra Value Index Ez (IVE)
iShares Russell 1000 Growth In Ez (IWF)
Invesco Qqq Tr Ser 1 Ee (QQQ)
SPDR S&P Mid Cap 400 ETF Ee (MDY)
iShares Core MSCI EAFE Ez (IEFA)

View all positions for MAI Wealth 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