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Vanguard Total Stock Market ETF shares owned by Roehl & Yi Investment Advisors

Quarter-by-quarter ownership of Vanguard Total Stock Market ETF (VTI) shares owned by Roehl & Yi Investment Advisors from 13F filings

Historical chart of Roehl & Yi Investment Advisors 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 Roehl & Yi Investment Advisors 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 Roehl & Yi Investment Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $4.6M 45k 101.73
2025-09-30 $4.1M 40k 102.89
2025-06-30 $3.5M 39k 90.74
2025-03-31 $2.8M 26k 108.36
2024-12-31 $2.6M 24k 105.85