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Precedent Wealth Partners »

Vanguard Total Stock Market ETF shares owned by Precedent Wealth Partners

Quarter-by-quarter ownership of Vanguard Total Stock Market ETF (VTI) shares owned by Precedent Wealth Partners from 13F filings

Historical chart of Precedent Wealth Partners 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 Precedent Wealth Partners 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 Precedent Wealth Partners

Quarter filed	Position value	Share count	Share price at filing
2025-09-30	$27M	82k	328.17
2025-06-30	$25M	82k	303.93
2025-03-31	$23M	84k	274.84
2024-12-31	$24M	81k	289.81
2024-09-30	$23M	82k	283.16
2024-06-30	$22M	82k	267.51
2024-03-31	$21M	82k	259.90
2023-12-31	$19M	81k	237.22

More positions owned by Precedent Wealth Partners

Vanguard Index Fds Total Stk Mkt (VTI)

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)

Wisdomtree Tr Us Midcap Divid (DON)

Ishares Tr Core S&p500 Etf (IVV)

Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)

Vanguard Index Fds S&p 500 Etf Shs (VOO)

Ishares Tr Msci Eafe Etf (EFA)

Spdr Ser Tr S&p Divid Etf (SDY)

First Tr Exchng Traded Fd Vi Ft Vest Us (DFEB)

Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)

First Tr Exchange-traded Smid Risng Etf (SDVY)

First Tr Exchng Traded Fd Vi Ft Vest Us (DJAN)

Ishares Tr Core S&p Mcp Etf (IJH)

First Tr Exchng Traded Fd Vi Ft Vest Us Equit (DECM)

Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)

View all positions for Precedent Wealth Partners

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