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Vanguard Total Stock Market ETF shares owned by Next Level Wealth Planning

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

Historical chart of Next Level Wealth Planning 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 Next Level Wealth Planning 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 Next Level Wealth Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $15M 46k 328.17
2025-06-30 $14M 46k 303.94
2025-03-31 $12M 43k 274.84
2024-12-31 $12M 41k 289.82

More positions owned by Next Level Wealth Planning

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr Core S&p Scp Etf (IJR)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p500 Etf (IVV)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Palantir Technologies Cl A (PLTR)
Vanguard Whitehall Fds High Div Yld (VYM)
Spdr Series Trust Portfolio S&p500 (SPLG)

View all positions for Next Level Wealth Planning

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