Vanguard Total Stock Market ETF shares owned by Monterey Private Wealth
Quarter-by-quarter ownership of Vanguard Total Stock Market ETF (VTI) shares owned by Monterey Private Wealth
from 13F filings
Historical chart of Monterey Private 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 Monterey Private Wealth consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Vanguard Total Stock Market ETF by Monterey Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $41M | 156k | 259.90 |
| 2023-12-31 | $35M | 147k | 237.22 |
| 2023-09-30 | $31M | 144k | 212.41 |
| 2023-06-30 | $30M | 137k | 220.28 |
| 2023-03-31 | $27M | 134k | 204.10 |
| 2022-12-31 | $25M | 129k | 191.19 |
| 2022-09-30 | $22M | 123k | 181.94 |
| 2022-06-30 | $28M | 147k | 188.62 |
| 2022-03-31 | $32M | 137k | 231.16 |
| 2021-12-31 | $33M | 138k | 241.44 |
| 2021-09-30 | $29M | 128k | 223.80 |
| 2021-06-30 | $22M | 97k | 222.82 |
| 2021-03-31 | $20M | 89k | 218.00 |
| 2020-12-31 | $3.9M | 20k | 194.62 |
| 2020-09-30 | $3.4M | 20k | 170.33 |
| 2020-06-30 | $2.9M | 19k | 156.55 |
| 2020-03-31 | $3.8M | 29k | 128.90 |
| 2019-12-31 | $2.2M | 13k | 163.62 |
Top funds holding Vanguard Total Stock Market ETF
View all funds holding Vanguard Total Stock Market ETF