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Vanguard Total Stock Market ETF shares owned by Private Advisory

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

Historical chart of Private Advisory 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 Private Advisory 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 Private Advisory

Quarter filed Position value Share count Share price at filing
2025-12-31 $2.5M 7.4k 335.27
2025-09-30 $2.3M 7.1k 328.17
2025-06-30 $1.7M 5.7k 303.93
2024-03-31 $308k 1.2k 259.90
2022-09-30 $2.2M 12k 179.49
2022-06-30 $324k 1.7k 188.70
2022-03-31 $421k 1.8k 227.94
2021-12-31 $410k 1.7k 241.60

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View all positions for Private Advisory

Top funds holding Vanguard Total Stock Market ETF

Vanguard Group
Rakuten Investment Management
Betterment
Wealthfront Advisers
LPL Financial
WealthNavi
Northern Trust
HB Wealth Management
Hanson McClain Advisors
Wellspring Financial Advisors
Creative Planning
Envestnet Asset Management
Ballentine Partners
Wells Fargo & Company
Jpmorgan Chase & Co

View all funds holding Vanguard Total Stock Market ETF