Vanguard Total Stock Market ETF shares owned by Smallwood Wealth Investment Management
Quarter-by-quarter ownership of Vanguard Total Stock Market ETF (VTI) shares owned by Smallwood Wealth Investment Management
from 13F filings
Historical chart of Smallwood Wealth Investment Management 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 Smallwood Wealth Investment Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Vanguard Total Stock Market ETF by Smallwood Wealth Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $7.7M | 27k | 283.17 |
| 2024-06-30 | $7.3M | 27k | 267.51 |
| 2024-03-31 | $7.6M | 29k | 259.90 |
| 2023-12-31 | $6.9M | 29k | 237.22 |
| 2023-09-30 | $6.4M | 30k | 212.41 |
| 2023-06-30 | $6.7M | 30k | 220.28 |
| 2023-03-31 | $6.2M | 30k | 204.10 |
| 2022-12-31 | $5.8M | 30k | 191.19 |
| 2022-09-30 | $5.6M | 31k | 179.46 |
| 2022-06-30 | $4.1M | 22k | 188.63 |
| 2022-03-31 | $5.0M | 22k | 227.69 |
| 2021-12-31 | $5.4M | 23k | 241.43 |
More positions owned by Smallwood Wealth Investment Management
View all positions for Smallwood Wealth Investment Management
Top funds holding Vanguard Total Stock Market ETF
View all funds holding Vanguard Total Stock Market ETF