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Vanguard Total Stock Market ETF shares owned by Morris Retirement Advisors

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

Historical chart of Morris Retirement Advisors 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 Morris Retirement Advisors 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 Morris Retirement Advisors

Quarter filed Position value Share count Share price at filing
2025-06-30 $237k 781 303.93
2025-03-31 $215k 781 274.84
2024-12-31 $227k 783 289.81
2024-09-30 $221k 781 283.16
2024-06-30 $209k 781 267.51
2024-03-31 $203k 781 259.90

More positions owned by Morris Retirement Advisors

Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
Invesco Exchange Traded Fd T Dj Indl Avg Dv (DJD)
Ishares Tr Core S&p500 Etf (IVV)
Direxion Shs Etf Tr Nas100 Eql Wgt (QQQE)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Pimco Etf Tr Active Bd Etf (BOND)
Ssga Active Etf Tr State Street Bla (SRLN)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Us Aer Def Etf (ITA)
Spdr Series Trust State Street Spd (KBE)
Vaneck Etf Trust Junior Gold Mine (GDXJ)
Microsoft Corporation (MSFT)
Apple (AAPL)
First Tr Exchange Traded Rba Indl Etf (AIRR)

View all positions for Morris Retirement Advisors

Top funds holding Vanguard Total Stock Market ETF

Vanguard Group
Rakuten Investment Management
Betterment
Wealthfront Advisers
LPL Financial
WealthNavi
Northern Trust
HB Wealth Management
Hanson McClain Advisors
Creative Planning
Wellspring Financial Advisors
Ballentine Partners
Envestnet Asset Management
Wells Fargo & Company
Jpmorgan Chase & Co

View all funds holding Vanguard Total Stock Market ETF