Roundview Capital »

Vanguard Total Stock Market ETF shares owned by Roundview Capital

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

Historical chart of Roundview Capital 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 Roundview Capital consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Vanguard Total Stock Market ETF by Roundview Capital

Quarter filed Position value Share count Share price at filing
2024-12-31 $31M 108k 289.81
2024-09-30 $27M 95k 283.16
2024-06-30 $25M 92k 267.51
2024-03-31 $23M 90k 259.90
2023-12-31 $21M 90k 237.22
2023-09-30 $18M 85k 212.41
2023-06-30 $19M 86k 220.28
2023-03-31 $17M 85k 204.10
2022-12-31 $16M 85k 191.19
2022-09-30 $9.3M 52k 179.47
2022-06-30 $9.5M 50k 188.63
2022-03-31 $11M 50k 227.67
2021-12-31 $12M 51k 241.45
2021-09-30 $11M 51k 222.05
2021-06-30 $11M 50k 222.82
2021-03-31 $9.9M 48k 206.69
2020-12-31 $9.2M 47k 194.64
2020-09-30 $8.1M 47k 170.30
2020-06-30 $7.4M 47k 156.52
2020-03-31 $6.8M 53k 128.92
2019-12-31 $6.1M 37k 163.62
2019-09-30 $5.0M 33k 151.00
2019-06-30 $4.7M 31k 150.11
2019-03-31 $4.4M 30k 144.71
2018-12-31 $3.8M 30k 127.64
2018-09-30 $4.4M 29k 149.64
2018-06-30 $4.1M 29k 140.43
2018-03-31 $3.9M 29k 135.73
2017-12-31 $3.9M 29k 137.27
2017-09-30 $3.2M 25k 129.53
2017-06-30 $3.3M 27k 124.47
2017-03-31 $3.2M 26k 121.33
2016-12-31 $3.0M 26k 115.32
2016-09-30 $2.8M 25k 111.31
2016-06-30 $2.6M 25k 107.15
2016-03-31 $2.5M 24k 104.84
2015-12-31 $2.2M 21k 104.29
2015-09-30 $1.9M 19k 98.72
2015-06-30 $1.7M 16k 107.02
2015-03-31 $1.6M 15k 107.27
2014-12-31 $985k 9.3k 105.97
2014-09-30 $607k 6.0k 101.25
2014-06-30 $560k 5.5k 101.73
2014-03-31 $466k 4.8k 97.39
2013-12-31 $343k 3.6k 95.81
2013-09-30 $277k 3.2k 87.66
2013-06-30 $201k 2.4k 82.51

More positions owned by Roundview Capital

Apple (AAPL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Alphabet Cap Stk Cl C (GOOG)
Amazon (AMZN)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Vanguard Index Fds Total Stk Mkt (VTI)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Vanguard Bd Index Fds Intermed Term (BIV)
NVIDIA Corporation (NVDA)
Mastercard Incorporated Cl A (MA)
Meta Platforms Cl A (META)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)

View all positions for Roundview Capital

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