Vanguard Total Stock Market ETF shares owned by Modern Wealth Management
Quarter-by-quarter ownership of Vanguard Total Stock Market ETF (VTI) shares owned by Modern Wealth Management
from 13F filings
Historical chart of Modern Wealth Management investment in Vanguard Total Stock Market ETF
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Quarterly reported holdings in Vanguard Total Stock Market ETF by Modern Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $96M | 298k | 323.21 |
| 2025-12-31 | $102M | 305k | 335.27 |
| 2025-09-30 | $98M | 298k | 328.13 |
| 2025-06-30 | $83M | 273k | 303.95 |
| 2025-03-31 | $79M | 286k | 274.86 |
| 2024-12-31 | $25M | 84k | 299.91 |
| 2024-09-30 | $16M | 55k | 283.16 |
| 2024-06-30 | $13M | 50k | 267.46 |
| 2024-03-31 | $12M | 46k | 259.85 |
| 2023-12-31 | $7.6M | 32k | 236.90 |
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