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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

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Quarterly reported holdings in Vanguard Total Stock Market ETF by MAI Wealth Advisors

Quarter filed Position value Share count Share price at filing
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)
Microsoft Corp CS (MSFT)
Apple CS (AAPL)
Spdr S&p 500 Etf Trust Ee (SPY)
iShares S&P Mid Cap Index Ez (IJH)
iShares S&P Small Cap Index Ez (IJR)
Vanguard Dividend Appreciation Ee (VIG)
Amazon CS (AMZN)
Vanguard FTSE Developed Mkts E Ee (VEA)
iShares S&P Barra Value Index Ez (IVE)
iShares Russell 1000 Growth In Ez (IWF)
SPDR S&P Mid Cap 400 ETF Ee (MDY)
Invesco Qqq Tr Ser 1 Ee (QQQ)
iShares Core MSCI EAFE Ez (IEFA)
Alphabet Inc Class C CS (GOOG)

View all positions for MAI Wealth Advisors

Top funds holding Vanguard Total Stock Market ETF

Vanguard Group
Betterment
Us Bancorp
Wealthfront Advisers
Bank of America Corporation
WealthNavi
Hanson McClain Advisors
Creative Planning
HB Wealth Management
Wells Fargo & Company
Ballentine Partners
HPM Partners
National Mutual Insurance Federation of Agricultural Cooperatives
Jpmorgan Chase & Co
UBS Group

View all funds holding Vanguard Total Stock Market ETF