Vanguard Total Stock Market ETF shares owned by National Wealth Management Group
Quarter-by-quarter ownership of Vanguard Total Stock Market ETF (VTI) shares owned by National Wealth Management Group
from 13F filings
Historical chart of National Wealth Management Group investment in Vanguard Total Stock Market ETF
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Quarterly reported holdings in Vanguard Total Stock Market ETF by National Wealth Management Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.2M | 13k | 328.16 |
| 2025-06-30 | $3.4M | 11k | 303.94 |
| 2025-03-31 | $3.1M | 11k | 274.85 |
| 2024-12-31 | $3.2M | 11k | 289.80 |
| 2024-09-30 | $3.3M | 12k | 283.17 |
| 2024-06-30 | $2.6M | 9.8k | 267.50 |
| 2024-03-31 | $2.8M | 11k | 259.90 |
| 2023-12-31 | $2.6M | 11k | 237.22 |
| 2023-09-30 | $2.2M | 10k | 212.41 |
| 2023-06-30 | $2.3M | 10k | 221.97 |
| 2023-03-31 | $2.5M | 12k | 204.22 |
| 2022-12-31 | $2.1M | 11k | 191.18 |
| 2022-09-30 | $2.1M | 12k | 179.47 |
| 2022-06-30 | $2.0M | 11k | 188.61 |
| 2022-03-31 | $2.5M | 11k | 227.67 |
| 2021-12-31 | $2.8M | 11k | 241.45 |
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