Vanguard Total Stock Market ETF shares owned by Montis Financial
Quarter-by-quarter ownership of Vanguard Total Stock Market ETF (VTI) shares owned by Montis Financial
from 13F filings
Historical chart of Montis Financial investment in Vanguard Total Stock Market ETF
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All positions including Vanguard Total Stock Market ETF held by Montis Financial consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Vanguard Total Stock Market ETF by Montis Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $6.8M | 20k | 335.27 |
| 2025-09-30 | $6.6M | 20k | 328.17 |
| 2025-06-30 | $6.2M | 20k | 303.94 |
| 2025-03-31 | $6.2M | 23k | 274.85 |
| 2024-12-31 | $4.7M | 16k | 289.82 |
| 2024-09-30 | $4.6M | 16k | 283.17 |
| 2024-06-30 | $4.2M | 16k | 267.52 |
| 2024-03-31 | $6.1M | 24k | 259.90 |
| 2023-12-31 | $5.6M | 24k | 237.22 |
| 2023-09-30 | $5.0M | 24k | 212.41 |
| 2023-06-30 | $5.2M | 24k | 220.28 |
| 2023-03-31 | $4.9M | 24k | 204.10 |
| 2022-12-31 | $4.6M | 24k | 191.19 |
| 2022-09-30 | $4.3M | 24k | 179.48 |
| 2022-06-30 | $4.6M | 24k | 188.61 |
| 2022-03-31 | $5.5M | 24k | 227.65 |
| 2021-12-31 | $5.8M | 24k | 241.42 |
| 2021-09-30 | $5.3M | 24k | 221.75 |
| 2021-06-30 | $5.3M | 24k | 222.80 |
| 2021-03-31 | $4.7M | 22k | 209.29 |
| 2020-12-31 | $4.4M | 23k | 195.93 |
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