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Vanguard Total Stock Market ETF shares owned by Oakworth Capital

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

Historical chart of Oakworth Capital 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 Oakworth Capital 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 Oakworth Capital

Quarter filed Position value Share count Share price at filing
2024-12-31 $1.2M 4.1k 289.81
2024-09-30 $1.2M 4.1k 283.16
2024-06-30 $1.1M 4.1k 267.51
2024-03-31 $1.1M 4.1k 259.90
2023-12-31 $860k 3.6k 237.22
2023-09-30 $770k 3.6k 212.41
2023-06-30 $799k 3.6k 220.28
2023-03-31 $740k 3.6k 204.10
2022-12-31 $693k 3.6k 191.19
2022-09-30 $651k 3.6k 179.49
2022-06-30 $684k 3.6k 188.59
2022-03-31 $826k 3.6k 227.74
2021-12-31 $582k 2.4k 241.39
2021-09-30 $535k 2.4k 221.90
2021-06-30 $537k 2.4k 222.73
2021-03-31 $498k 2.4k 206.55
2020-12-31 $496k 2.5k 194.82
2020-09-30 $411k 2.4k 170.47
2020-06-30 $377k 2.4k 156.37
2020-03-31 $311k 2.4k 128.99
2019-12-31 $398k 2.4k 165.08
2019-09-30 $364k 2.4k 150.97
2019-06-30 $362k 2.4k 150.15
2019-03-31 $349k 2.4k 144.75
2018-12-31 $541k 4.2k 127.56
2018-09-30 $706k 4.7k 149.67
2018-06-30 $620k 4.4k 140.40
2018-03-31 $602k 4.4k 136.32
2017-12-31 $634k 4.6k 136.37
2017-09-30 $590k 4.6k 126.91
2017-06-30 $550k 4.4k 124.55
2017-03-31 $536k 4.4k 121.38
2016-12-31 $502k 4.4k 113.68
2016-09-30 $492k 4.4k 111.41
2016-06-30 $261k 2.4k 107.14
2016-03-31 $255k 2.4k 104.68
2015-12-31 $254k 2.4k 104.27
2015-09-30 $240k 2.4k 98.52
2015-06-30 $246k 2.3k 108.80

More positions owned by Oakworth Capital

Ishares Russell 1000 Growth Mutual Fund/sto (IWF)
Ishares Russell 1000 Value Mutual Fund/sto (IWD)
Vanguard Total Bond Market Etf Mutual Fund/gov (BND)
Ishares Core S&p Small-cap Mutual Fund/sto (IJR)
Ishares Russell Mid-cap Mutual Fund/sto (IWR)
Vanguard Ftse Developed Markets Mutual Fund/sto (VEA)
Vanguard Short-term Corp Bd Idx Mutual Fund/cor (VCSH)
Apple Common Stock (AAPL)
Jp Morgan Chase & Co Common Stock (JPM)
Jpmorgan Equity Premium Income Mutual Fund/sto (JEPI)
Walmart Common Stock (WMT)
Vanguard Inter-trm Treas Index Mutual Fund/gov (VGIT)
Alphabet Common Stock (GOOG)
Spdr Gold Shares Mutual Fund/sto (GLD)
Ishares S&p 100 Mutual Fund/sto (OEF)

View all positions for Oakworth Capital

Top funds holding Vanguard Total Stock Market ETF

Vanguard Group
Betterment
Bank of America Corporation
LPL Financial
Morgan Stanley
WealthNavi
Northern Trust
Hanson McClain Advisors
HB Wealth Management
Life Planning Partners
Creative Planning
Envestnet Asset Management
Wellspring Financial Advisors
Ballentine Partners
Wells Fargo & Company

View all funds holding Vanguard Total Stock Market ETF