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Vanguard Total Stock Market ETF shares owned by MBL Wealth

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

Historical chart of MBL Wealth 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 MBL Wealth 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 MBL Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $234k 900 259.90
2023-09-30 $251k 1.2k 212.41
2023-06-30 $318k 1.4k 220.28
2023-03-31 $220k 1.1k 204.10
2022-12-31 $241k 1.3k 191.57
2022-09-30 $360k 2.0k 179.28
2022-06-30 $379k 2.0k 188.75
2021-03-31 $579k 2.8k 206.64
2020-12-31 $545k 2.8k 194.50

More positions owned by MBL Wealth

Spdr S&p 500 Etf Tr Put Put Option (Principal) (SPY)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Ishares Tr Core S&p Mcp Etf (IJH)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)
Ishares Tr Core 1 5 Yr Usd (ISTB)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core S&p Scp Etf (IJR)
World Gold Tr Spdr Gld Minis (GLDM)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Pimco Etf Tr Inter Mun Bd Act (MUNI)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Apple (AAPL)

View all positions for MBL Wealth

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
Wellspring Financial Advisors
Wells Fargo & Company
Ballentine Partners
HPM Partners
Jpmorgan Chase & Co
UBS Group

View all funds holding Vanguard Total Stock Market ETF