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Vanguard Total Stock Market ETF shares owned by Optima Capital

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

Historical chart of Optima 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 Optima 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 Optima Capital

Quarter filed Position value Share count Share price at filing
2025-09-30 $5.8M 18k 328.57
2025-06-30 $5.8M 19k 304.31
2025-03-31 $5.4M 20k 274.84
2024-12-31 $5.2M 18k 289.80

More positions owned by Optima Capital

Doubleline Etf Trust Opportunistic Co (DBND)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
J P Morgan Exchange Traded F Income Etf (JPIE)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Wisdomtree Tr Wisdomtree Us Va (WTV)
Ishares Tr Core Msci Eafe (IEFA)
Cambria Etf Tr Global Value Etf (GVAL)
Wisdomtree Tr Floatng Rat Trea (USFR)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Bitwise Bitcoin Etf Tr Shs Ben Int (BITB)
Spdr Series Trust Portfolio Sh Tsr (SPTS)
Vanguard Specialized Funds Div App Etf (VIG)

View all positions for Optima Capital

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