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Vanguard Total Stock Market ETF shares owned by Peak Financial Management

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

Historical chart of Peak Financial Management 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 Peak Financial Management 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 Peak Financial Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $27M 103k 259.90
2023-12-31 $25M 104k 237.22
2023-09-30 $22M 105k 212.41
2023-06-30 $23M 105k 220.28
2023-03-31 $22M 107k 204.10
2022-12-31 $21M 108k 191.19
2022-09-30 $20M 113k 179.47
2022-06-30 $22M 115k 188.62
2022-03-31 $26M 116k 227.67
2021-12-31 $29M 118k 241.44
2021-09-30 $27M 122k 222.06
2021-06-30 $27M 123k 222.82
2021-03-31 $26M 125k 206.69
2020-12-31 $25M 129k 194.64
2020-09-30 $22M 130k 170.31
2020-06-30 $21M 131k 156.53
2020-03-31 $18M 137k 128.91
2019-12-31 $23M 143k 163.62
2019-09-30 $22M 146k 151.00
2019-06-30 $22M 145k 150.09
2019-03-31 $21M 148k 144.71
2018-12-31 $19M 151k 127.63
2018-09-30 $23M 151k 149.65
2018-06-30 $22M 154k 140.43
2018-03-31 $21M 157k 135.72
2017-12-31 $25M 184k 137.25
2017-09-30 $25M 193k 129.52
2017-06-30 $25M 202k 124.45
2017-03-31 $26M 211k 121.32
2016-12-31 $24M 212k 115.32
2016-09-30 $27M 244k 111.33
2016-06-30 $27M 247k 107.16
2015-12-31 $28M 272k 104.30

More positions owned by Peak Financial Management

Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Index Shs Fds Portfli Msci Gbl (SPGM)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Us Tips Etf (SCHP)
Invesco Exchange Traded Fd T S&p500 Eql Hlt (RSPH)
Ishares Tr Core Us Aggbd Et (AGG)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Invesco Exchange Traded Fd T S&p500 Pur Val (RPV)
Ishares Tr 0-5yr Hi Yl Cp (SHYG)
Ishares Tr Core Lt Usdb Etf (ILTB)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Fidelity Covington Trust Msci Matls Index (FMAT)

View all positions for Peak Financial Management

Top funds holding Vanguard Total Stock Market ETF

Vanguard Group
Betterment
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Bank of America Corporation
WealthNavi
Hanson McClain Advisors
Creative Planning
HB Wealth Management
Wells Fargo & Company
Ballentine Partners
HPM Partners
Jpmorgan Chase & Co
UBS Group
BKD Wealth Advisors

View all funds holding Vanguard Total Stock Market ETF