Phillips Financial Management »

Vanguard Total Stock Market ETF shares owned by Phillips Financial Management

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

Historical chart of Phillips 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 Phillips Financial Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Vanguard Total Stock Market ETF by Phillips Financial Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $7.3M 28k 259.90
2023-12-31 $6.8M 29k 237.22
2023-09-30 $6.1M 29k 212.41
2023-06-30 $6.5M 30k 220.28
2023-03-31 $6.1M 30k 204.10
2022-12-31 $5.7M 30k 191.19
2022-09-30 $5.4M 30k 179.47
2022-06-30 $5.7M 30k 188.61
2022-03-31 $6.9M 30k 227.65
2021-12-31 $7.8M 32k 241.43
2021-09-30 $6.5M 29k 222.06
2021-06-30 $2.9M 13k 222.86
2021-03-31 $2.7M 13k 206.66
2020-12-31 $2.5M 13k 194.63
2020-09-30 $2.2M 13k 170.30
2020-06-30 $2.0M 13k 156.54
2020-03-31 $1.5M 12k 122.97
2019-12-31 $2.1M 13k 163.64
2019-09-30 $2.0M 14k 151.01
2019-06-30 $2.0M 14k 151.16
2019-03-31 $2.0M 14k 146.40
2018-12-31 $1.8M 14k 127.66
2018-09-30 $2.2M 14k 149.90
2018-06-30 $2.2M 16k 140.77
2018-03-31 $2.1M 16k 133.89
2017-12-31 $2.3M 16k 140.35
2017-09-30 $2.2M 17k 129.51
2017-03-31 $2.0M 17k 119.58
2016-12-31 $2.0M 17k 117.25
2016-09-30 $2.0M 19k 109.36
2016-06-30 $2.1M 19k 110.61
2016-03-31 $2.0M 19k 105.47
2015-12-31 $1.8M 19k 96.05
2015-09-30 $1.9M 19k 101.87
2015-06-30 $2.1M 19k 109.99
2015-03-31 $2.1M 19k 108.98
2014-12-31 $2.1M 20k 104.30
2014-09-30 $2.0M 21k 97.67
2014-06-30 $2.2M 21k 101.64
2014-03-31 $2.0M 21k 96.75
2013-12-31 $2.0M 21k 95.06
2013-09-30 $1.9M 22k 88.14
2013-06-30 $1.8M 21k 86.92
2012-09-30 $1.4M 19k 73.77
2012-06-30 $1.4M 20k 69.73
2012-03-31 $1.5M 20k 72.05
2011-09-30 $1.2M 20k 57.72
2011-06-30 $1.3M 20k 68.77
2011-03-31 $1.3M 19k 68.70

More positions owned by Phillips Financial Management

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Intl Core Equity (DFIC)
Ishares Tr U S Equity Factr (LRGF)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Dimensional Etf Trust Short Duration F (DFSD)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Index Fds Mid Cap Etf (VO)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)

View all positions for Phillips Financial Management

Top funds holding Vanguard Total Stock Market ETF

Vanguard Group
Betterment
Us Bancorp
Wealthfront Advisers
Bank of America Corporation
WealthNavi
Hanson McClain Advisors
Creative Planning
HB Wealth Management
Wellspring Financial Advisors
Wells Fargo & Company
Ballentine Partners
HPM Partners
Jpmorgan Chase & Co
UBS Group

View all funds holding Vanguard Total Stock Market ETF