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Vanguard Total Stock Market ETF shares owned by Sargent Investment Group

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

Historical chart of Sargent Investment 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 Sargent Investment 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 Sargent Investment Group

Quarter filed Position value Share count Share price at filing
2024-12-31 $216k 750 287.77
2024-09-30 $212k 750 283.16
2024-06-30 $230k 860 267.51
2024-03-31 $224k 860 259.90
2023-12-31 $204k 860 237.22
2021-12-31 $208k 860 241.86

More positions owned by Sargent Investment Group

Spdr Ser Tr Bloomberg 3-12 M (BILS)
Apple (AAPL)
Palantir Technologies Cl A (PLTR)
Microsoft Corporation (MSFT)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Carlyle Group (CG)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Blackstone Group Inc Com Cl A (BX)
International Business Machines (IBM)
Amazon (AMZN)
First Tr Exchange-traded Cap Strength Etf (FTCS)
Iron Mountain (IRM)
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)
Victory Portfolios Ii Core Intermediat (UITB)
Cantaloupe (CTLP)

View all positions for Sargent Investment Group

Top funds holding Vanguard Total Stock Market ETF

Vanguard Group
Betterment
Wealthfront Advisers
Us Bancorp
LPL Financial
Bank of America Corporation
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