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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
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)
Ishares Tr Core S&p Mcp Etf (IJH)
Wisdomtree Tr Us Midcap Divid (DON)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Msci Eafe Etf (EFA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Ser Tr S&p Divid Etf (SDY)
Wisdomtree Tr Us High Dividend (DHS)
Ishares Tr National Mun Etf (MUB)
Vanguard Bd Index Fds Intermed Term (BIV)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)
Microsoft Corporation (MSFT)
Apple (AAPL)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)

View all positions for Precedent Wealth Partners

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