Sightline Wealth Advisors »

Vanguard Total Stock Market ETF shares owned by Sightline Wealth Advisors

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

Historical chart of Sightline Wealth 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 Sightline Wealth Advisors 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 Sightline Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $225k 672 335.39
2025-09-30 $245k 747 328.20
2025-06-30 $229k 753 304.12
2024-12-31 $203k 702 289.76

More positions owned by Sightline Wealth Advisors

Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Index Fds Value Etf (VTV)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Vanguard Index Fds Growth Etf (VUG)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Schwab Strategic Tr 1 5yr Corp Bd (SCHJ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Series Trust State Street Spd (SPYG)
Ishares Tr Ibonds 27 Etf (IBDS)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)

View all positions for Sightline Wealth Advisors

Top funds holding Vanguard Total Stock Market ETF

Vanguard Group
Rakuten Investment Management
Betterment
Wealthfront Advisers
LPL Financial
WealthNavi
Northern Trust
HB Wealth Management
Hanson McClain Advisors
Creative Planning
Wellspring Financial Advisors
Ballentine Partners
Envestnet Asset Management
Wells Fargo & Company
Jpmorgan Chase & Co

View all funds holding Vanguard Total Stock Market ETF