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Vanguard Total Stock Market ETF shares owned by Navis Wealth Advisors

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

Historical chart of Navis Wealth 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 Navis Wealth 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 Navis Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $225k 686 328.17
2025-06-30 $209k 686 303.93

More positions owned by Navis Wealth Advisors

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Zscaler Incorporated (ZS)
NVIDIA Corporation (NVDA)
Kla Corp Com New (KLAC)
Ishares Tr S&p 500 Grwt Etf (IVW)
Proshares Tr S&p 500 Dv Arist (NOBL)
JPMorgan Chase & Co. (JPM)
Ishares Tr Core S&p500 Etf (IVV)
Select Sector Spdr Tr Sbi Cons Stpls (XLP)
Goldman Sachs (GS)
Amazon (AMZN)
Vanguard Specialized Funds Div App Etf (VIG)

View all positions for Navis Wealth Advisors

Top funds holding Vanguard Total Stock Market ETF

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

View all funds holding Vanguard Total Stock Market ETF