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Vanguard Total Stock Market ETF shares owned by Regal Wealth Group

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

Historical chart of Regal Wealth Group 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 Regal Wealth Group 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 Regal Wealth Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $7.1M 31k 232.77
2023-09-30 $6.4M 30k 212.41
2023-06-30 $6.5M 30k 218.04
2023-03-31 $3.1M 15k 206.09
2022-12-31 $1.9M 10k 191.19
2022-09-30 $1.8M 10k 184.88
2022-06-30 $1.9M 10k 188.58
2022-03-31 $2.2M 10k 221.18
2021-12-31 $2.5M 10k 241.41
2021-09-30 $2.3M 10k 222.01
2021-06-30 $2.3M 10k 222.80
2021-03-31 $2.1M 10k 206.66
2020-12-31 $2.0M 10k 194.69
2020-09-30 $1.8M 11k 170.29
2020-06-30 $1.7M 11k 156.51
2020-03-31 $1.3M 10k 128.94
2019-12-31 $1.7M 10k 163.65
2019-09-30 $1.3M 10k 127.60
2019-06-30 $1.6M 10k 150.10
2019-03-31 $1.5M 10k 144.71
2018-12-31 $1.3M 10k 127.60
2018-09-30 $1.6M 10k 149.62
2018-06-30 $1.5M 10k 140.38
2018-03-31 $1.4M 10k 135.67
2017-12-31 $1.4M 10k 137.21
2017-09-30 $1.3M 10k 129.52
2017-06-30 $1.3M 10k 124.42
2017-03-31 $1.3M 10k 121.35
2016-12-31 $1.2M 10k 115.29
2016-09-30 $1.2M 10k 115.29
2016-06-30 $1.2M 10k 115.29
2016-03-31 $1.2M 10k 115.29
2015-12-31 $1.2M 10k 115.29

More positions owned by Regal Wealth Group

Ishares Tr Rus 1000 Grw Etf (IWF)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Core Us Aggbd Et (AGG)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Boeing Company (BA)
Rockwell Automation (ROK)
Ishares Tr Rus 1000 Val Etf (IWD)
Ishares Tr Msci Usa Min Vol (USMV)
Dimensional Etf Trust Core Fixed Incom (DFCF)

View all positions for Regal Wealth Group

Top funds holding Vanguard Total Stock Market ETF

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

View all funds holding Vanguard Total Stock Market ETF