Vanguard Total Stock Market ETF shares owned by Pension & Wealth Management Advisors
Quarter-by-quarter ownership of Vanguard Total Stock Market ETF (VTI) shares owned by Pension & Wealth Management Advisors
from 13F filings
Historical chart of Pension & Wealth Management Advisors investment in Vanguard Total Stock Market ETF
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Quarterly reported holdings in Vanguard Total Stock Market ETF by Pension & Wealth Management Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $25M | 68k | 370.04 |
| 2026-03-31 | $22M | 68k | 320.81 |
| 2025-12-31 | $23M | 69k | 335.27 |
| 2025-09-30 | $24M | 72k | 328.17 |
| 2025-06-30 | $22M | 73k | 303.93 |
| 2025-03-31 | $20M | 73k | 274.84 |
| 2024-12-31 | $15M | 53k | 289.81 |
| 2024-09-30 | $51k | 179 | 284.36 |
| 2024-06-30 | $48k | 179 | 267.69 |
| 2024-03-31 | $47k | 179 | 260.08 |
| 2023-12-31 | $42k | 178 | 237.88 |
| 2023-09-30 | $38k | 177 | 213.31 |
| 2023-06-30 | $4.9k | 22 | 221.14 |
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