Mission Wealth Management »

Vanguard Total Stock Market ETF shares owned by Mission Wealth Management

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

Historical chart of Mission 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 Mission 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 Mission Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $87M 368k 237.22
2023-09-30 $80M 374k 212.41
2023-06-30 $86M 389k 220.28
2023-03-31 $81M 396k 204.10
2022-12-31 $76M 398k 191.19
2022-09-30 $70M 387k 179.47
2022-06-30 $73M 388k 188.62
2022-03-31 $67M 295k 227.67
2021-12-31 $76M 317k 241.44
2021-09-30 $72M 324k 222.06
2021-06-30 $76M 339k 222.82
2021-03-31 $74M 356k 206.69
2020-12-31 $74M 378k 194.64
2020-09-30 $68M 400k 170.31
2020-06-30 $69M 440k 156.53
2020-03-31 $57M 444k 128.91
2019-12-31 $79M 481k 163.62
2019-09-30 $69M 457k 151.00
2019-06-30 $64M 429k 150.09
2019-03-31 $59M 409k 144.71
2018-12-31 $50M 393k 127.63
2018-09-30 $45M 299k 149.65
2018-06-30 $40M 283k 140.43
2018-03-31 $36M 266k 135.72
2017-12-31 $27M 194k 137.25
2017-09-30 $24M 187k 129.52
2017-06-30 $23M 187k 124.45
2017-03-31 $22M 182k 121.32
2016-12-31 $20M 170k 115.32
2016-09-30 $17M 153k 111.33
2016-06-30 $17M 155k 107.16
2016-03-31 $13M 127k 104.82
2015-12-31 $11M 108k 104.30
2015-09-30 $8.8M 89k 98.72
2015-06-30 $5.5M 51k 107.25

More positions owned by Mission Wealth Management

Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Microsoft Corporation (MSFT)
Apple (AAPL)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Ser Tr Portfolio Intrmd (SPIB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Wisdomtree Tr Floatng Rat Trea (USFR)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Msci Usa Esg Slc (SUSA)
The Trade Desk Com Cl A (TTD)
Ishares Tr Core S&p Ttl Stk (ITOT)

View all positions for Mission Wealth Management

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