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Vanguard Total Stock Market ETF shares owned by Optivise Advisory Services

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

Historical chart of Optivise Advisory Services 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 Optivise Advisory Services 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 Optivise Advisory Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $475k 1.4k 328.09
2025-06-30 $438k 1.4k 304.00
2025-03-31 $396k 1.4k 274.90
2024-12-31 $443k 1.5k 289.87
2024-09-30 $432k 1.5k 283.12
2024-06-30 $422k 1.6k 267.45

More positions owned by Optivise Advisory Services

Ishares Tr TRS FLT RT BD (TFLO)
Northern Lts Fd Tr Iii Hcm Defnd 100 (QQH)
Northern Lts Fd Tr Iii Hcm Defen 500 (LGH)
Spdr Series Trust Bbg Conv Sec Etf (CWB)
Ishares U S Etf Tr Short Duration B (NEAR)
Microsoft Corporation (MSFT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Victory Portfolios Ii Core Intermediat (UITB)
NVIDIA Corporation (NVDA)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Core S&p500 Etf (IVV)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Simplify Exchange Traded Fun Managed Futures (CTA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr S&p 100 Etf (OEF)

View all positions for Optivise Advisory Services

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