Vanguard Total Stock Market ETF shares owned by Shepherd Financial Partners
Quarter-by-quarter ownership of Vanguard Total Stock Market ETF (VTI) shares owned by Shepherd Financial Partners
from 13F filings
Historical chart of Shepherd Financial Partners 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 Shepherd Financial Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Vanguard Total Stock Market ETF by Shepherd Financial Partners
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $1.1M | 3.8k | 283.19 |
2024-06-30 | $1.3M | 5.0k | 267.49 |
2024-03-31 | $950k | 3.7k | 259.88 |
2023-12-31 | $864k | 3.6k | 237.22 |
2023-09-30 | $562k | 2.6k | 212.42 |
2023-06-30 | $581k | 2.6k | 220.29 |
2023-03-31 | $549k | 2.7k | 204.10 |
2022-12-31 | $524k | 2.7k | 191.16 |
2022-09-30 | $487k | 2.7k | 179.44 |
2022-06-30 | $501k | 2.7k | 188.77 |
2022-03-31 | $603k | 2.6k | 227.81 |
2021-12-31 | $547k | 2.3k | 241.71 |
2021-09-30 | $501k | 2.3k | 221.58 |
2021-06-30 | $502k | 2.3k | 222.72 |
2021-03-31 | $528k | 2.6k | 206.82 |
2020-12-31 | $507k | 2.6k | 194.63 |
2020-09-30 | $400k | 2.6k | 156.31 |
2020-06-30 | $400k | 2.6k | 156.31 |
2020-03-31 | $610k | 4.7k | 128.86 |
2019-12-31 | $647k | 3.9k | 163.92 |
2019-09-30 | $596k | 3.9k | 151.00 |
2019-06-30 | $509k | 3.4k | 150.01 |
2019-03-31 | $477k | 3.3k | 144.59 |
2018-12-31 | $946k | 7.4k | 127.73 |
2018-09-30 | $918k | 6.5k | 140.28 |
2018-06-30 | $919k | 6.5k | 140.43 |
2018-03-31 | $653k | 4.8k | 135.79 |
2017-12-31 | $369k | 2.7k | 137.12 |
2017-09-30 | $353k | 2.7k | 131.18 |
2017-06-30 | $349k | 2.8k | 124.29 |
2017-03-31 | $390k | 3.2k | 120.67 |
2016-12-31 | $425k | 3.6k | 116.47 |
More positions owned by Shepherd Financial Partners
View all positions for Shepherd Financial Partners
Top funds holding Vanguard Total Stock Market ETF
View all funds holding Vanguard Total Stock Market ETF