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Vanguard Total Stock Market ETF shares owned by Source Financial Advisors

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

Historical chart of Source Financial 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 Source Financial Advisors 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 Source Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $16M 56k 283.16
2024-06-30 $15M 56k 267.51
2024-03-31 $16M 60k 259.90
2023-12-31 $12M 49k 237.22
2023-09-30 $10M 47k 212.41
2023-06-30 $12M 56k 220.28
2023-03-31 $11M 54k 204.10
2022-12-31 $13M 66k 191.19
2022-09-30 $11M 63k 179.47
2022-06-30 $9.1M 48k 188.61
2022-03-31 $11M 48k 227.67
2021-12-31 $9.6M 40k 241.45
2021-09-30 $8.2M 37k 222.07
2021-06-30 $7.6M 34k 222.82
2021-03-31 $8.2M 40k 206.70
2020-12-31 $7.2M 37k 194.65