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Vanguard Total Stock Market ETF shares owned by Private Ocean

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

Historical chart of Private Ocean investment in Vanguard Total Stock Market ETF

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All positions including Vanguard Total Stock Market ETF held by Private Ocean 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 Ocean

Quarter filed Position value Share count Share price at filing
2024-06-30 $11M 40k 267.51
2024-03-31 $7.4M 29k 259.90
2023-12-31 $7.5M 32k 237.22
2023-09-30 $6.4M 30k 212.41
2023-06-30 $6.9M 31k 220.28
2023-03-31 $4.2M 21k 204.10
2022-12-31 $3.9M 20k 191.19
2022-09-30 $4.1M 23k 179.45
2022-06-30 $3.6M 19k 188.60
2022-03-31 $4.7M 21k 227.66
2021-12-31 $5.2M 21k 241.43
2021-09-30 $5.0M 23k 222.06
2021-06-30 $4.8M 22k 222.82
2021-03-31 $4.8M 23k 206.69
2020-12-31 $4.7M 24k 194.66
2020-09-30 $4.3M 25k 170.31
2020-06-30 $4.2M 27k 156.50
2020-03-31 $3.5M 27k 128.89
2019-12-31 $4.1M 25k 163.64
2019-09-30 $3.8M 25k 151.03
2019-06-30 $3.7M 25k 150.07
2019-03-31 $3.8M 26k 144.73
2018-12-31 $3.8M 30k 127.65
2018-09-30 $4.2M 28k 149.65
2018-06-30 $3.8M 27k 140.43
2018-03-31 $3.6M 26k 135.71
2017-12-31 $3.0M 22k 137.27
2017-09-30 $2.6M 20k 129.53
2017-06-30 $2.5M 20k 124.44
2017-03-31 $2.6M 21k 121.33
2016-12-31 $2.6M 22k 115.33
2016-09-30 $2.5M 23k 111.33
2016-06-30 $2.5M 23k 107.17
2016-03-31 $2.5M 24k 104.82
2015-12-31 $2.5M 24k 104.28
2015-09-30 $2.3M 25k 92.41
2015-06-30 $2.7M 25k 107.01
2015-03-31 $2.8M 27k 107.24
2014-12-31 $2.8M 27k 105.99
2014-09-30 $3.4M 34k 101.25
2014-06-30 $3.6M 35k 101.76
2014-03-31 $3.4M 35k 97.48
2013-12-31 $3.4M 35k 95.91

More positions owned by Private Ocean

Dimensional U.S. Core Equity 2 ETF Etf (DFAC)
iShares Total US Bond ETF Etf (IUSB)
Vanguard Short-Term Corporate Bond ETF Etf (VCSH)
Dimensional Emerging Core Equity Mkt ETF Etf (DFAE)
Dimensional Global Real Estate ETF Etf (DFGR)
SPDR Blmbg Barclays High Yield Bd ETF Etf (JNK)
Dimensional International Equity Mkt ETF Etf (DFAI)
Apple (AAPL)
iShares MSCI USA Quality Factor ETF Etf (QUAL)
Market Vectors High Yield Muni ETF Etf (HYD)
iShares Core S&P 500 ETF Etf (IVV)
iShares ESG U.S. Aggregate Bond ETF Etf (EAGG)
Vanguard Bond Index ETF Etf (BND)
Dimensional U.S. Core Equity Market ETF Etf (DFAU)
iShares Russell 1000 Index Etf (IWB)

View all positions for Private Ocean

Top funds holding Vanguard Total Stock Market ETF

Vanguard Group
Betterment
Bank of America Corporation
LPL Financial
Morgan Stanley
WealthNavi
Northern Trust
Hanson McClain Advisors
HB Wealth Management
Life Planning Partners
Creative Planning
Envestnet Asset Management
Wellspring Financial Advisors
Ballentine Partners
Wells Fargo & Company

View all funds holding Vanguard Total Stock Market ETF