Stone Point Wealth »

Vanguard Total Stock Market ETF shares owned by Stone Point Wealth

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

Historical chart of Stone Point Wealth 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 Stone Point Wealth 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 Stone Point Wealth

Quarter filed Position value Share count Share price at filing
2023-12-31 $3.8M 16k 237.22
2023-09-30 $3.2M 15k 212.41
2023-06-30 $3.2M 15k 220.28
2023-03-31 $2.9M 14k 204.10
2022-12-31 $2.5M 13k 191.19
2022-09-30 $2.2M 12k 179.51
2022-06-30 $2.1M 11k 188.67
2022-03-31 $2.0M 8.8k 228.72
2021-12-31 $1.2M 5.2k 241.72

More positions owned by Stone Point Wealth

Microsoft Corporation (MSFT)
Vanguard Index Fds Value Etf (VTV)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Terran Orbital Corporation (LLAP)
Alphabet Cap Stk Cl C (GOOG)
JPMorgan Chase & Co. (JPM)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Pepsi (PEP)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Stryker Corporation (SYK)
Dimensional Etf Trust Internatnal Val (DFIV)
Apple (AAPL)
Vanguard Bd Index Fds Short Trm Bond (BSV)

View all positions for Stone Point Wealth

Top funds holding Vanguard Total Stock Market ETF

Vanguard Group
Betterment
Us Bancorp
Wealthfront Advisers
Bank of America Corporation
WealthNavi
Hanson McClain Advisors
Creative Planning
HB Wealth Management
Wells Fargo & Company
Ballentine Partners
HPM Partners
Jpmorgan Chase & Co
UBS Group
BKD Wealth Advisors

View all funds holding Vanguard Total Stock Market ETF