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Vanguard Total Stock Market ETF shares owned by Navigate Wealth Management

Quarter-by-quarter ownership of Vanguard Total Stock Market ETF (VTI) shares owned by Navigate Wealth Management from 13F filings

Historical chart of Navigate Wealth Management 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 Navigate Wealth Management 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 Navigate Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $6.2M 18k 347.83

More positions owned by Navigate Wealth Management

Ishares Tr 0-3 Mnth Treasry (SGOV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds Total Stk Mkt (VTI)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Dimensional Etf Trust Internatnal Val (DFIV)
Dimensional Etf Trust Intl Small Cap V (DISV)
Apple (AAPL)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Us Equity Market (DFUS)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)

View all positions for Navigate Wealth Management

Top funds holding Vanguard Total Stock Market ETF

Gallagher Fiduciary Advisors
Rakuten Investment Management
Vanguard Group
Vanguard Global Advisers
Vanguard Advisers
Betterment
Wealthfront Advisers
Morgan Stanley
Bank of America Corporation
WealthNavi
LPL Financial
Northern Trust
HB Wealth Management
Hanson McClain Advisors
Wellspring Financial Advisors

View all funds holding Vanguard Total Stock Market ETF