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Vanguard Total Stock Market ETF shares owned by Patriot Financial Group Insurance Agency

Quarter-by-quarter ownership of Vanguard Total Stock Market ETF (VTI) shares owned by Patriot Financial Group Insurance Agency from 13F filings

Historical chart of Patriot Financial Group Insurance Agency 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 Patriot Financial Group Insurance Agency 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 Patriot Financial Group Insurance Agency

Quarter filed Position value Share count Share price at filing
2024-12-31 $9.8M 34k 289.81
2024-09-30 $9.1M 32k 283.16
2024-06-30 $8.6M 32k 267.51
2024-03-31 $8.0M 31k 259.90
2023-12-31 $8.1M 34k 237.22
2023-09-30 $7.1M 34k 212.41
2023-06-30 $6.5M 30k 220.28
2023-03-31 $7.4M 36k 204.10
2022-12-31 $7.7M 40k 191.19
2022-09-30 $7.1M 40k 179.47
2022-06-30 $7.0M 37k 188.62
2022-03-31 $7.3M 32k 227.68
2021-12-31 $7.0M 29k 241.43
2021-09-30 $5.9M 27k 222.07
2021-06-30 $5.7M 26k 222.81
2021-03-31 $5.0M 24k 206.70
2020-12-31 $4.1M 28k 144.66
2020-09-30 $3.4M 20k 170.32
2020-06-30 $3.2M 20k 156.55
2020-03-31 $2.3M 18k 128.89
2019-12-31 $2.6M 16k 163.62
2019-09-30 $2.2M 14k 150.97
2019-06-30 $2.4M 16k 151.49
2019-03-31 $2.1M 14k 144.71
2018-12-31 $1.8M 14k 127.65
2018-09-30 $2.0M 14k 149.65
2018-06-30 $1.5M 11k 140.40
2018-03-31 $2.9M 22k 132.61
2017-12-31 $2.9M 20k 140.55
2017-09-30 $2.3M 18k 130.92
2017-06-30 $2.0M 16k 124.61
2017-03-31 $1.8M 15k 120.59
2016-12-31 $1.6M 14k 116.88

More positions owned by Patriot Financial Group Insurance Agency

Ishares Tr Core S&p500 Etf (IVV)
Barnes (B)
Ishares Tr S&p 500 Val Etf (IVE)
Apple (AAPL)
Microsoft Corporation (MSFT)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core Div Grwth (DGRO)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Core S&p Scp Etf (IJR)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Patriot Financial Group Insurance Agency

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