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
Download as csvQuarterly 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 |
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