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Vanguard Total Stock Market ETF shares owned by New Wave Wealth Advisors

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

Historical chart of New Wave 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 New Wave 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 New Wave Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $271k 809 335.27
2025-09-30 $266k 809 329.08
2025-06-30 $254k 837 303.93
2025-03-31 $230k 837 274.84
2024-12-31 $171k 590 289.81

More positions owned by New Wave Wealth Advisors

Wal-Mart Stores (WMT)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GJUL)
First Tr Exchange-traded A Sml Cp Grw Alp (FYC)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Europe Etf (IEV)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Select Sector Spdr Tr State Street Tec (XLK)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Msci India Etf (INDA)
Select Sector Spdr Tr State Street Fin (XLF)
NVIDIA Corporation (NVDA)
Select Sector Spdr Tr State Street Ind (XLI)
Ishares Msci Emrg Chn (EMXC)
Tyson Foods Cl A (TSN)

View all positions for New Wave Wealth 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