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Vanguard Total Stock Market ETF shares owned by Summit Wealth & Retirement Planning

Quarter-by-quarter ownership of Vanguard Total Stock Market ETF (VTI) shares owned by Summit Wealth & Retirement Planning from 13F filings

Historical chart of Summit Wealth & Retirement Planning 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 Summit Wealth & Retirement Planning 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 Summit Wealth & Retirement Planning

Quarter filed	Position value	Share count	Share price at filing
2025-12-31	$640k	1.9k	335.27
2025-09-30	$637k	1.9k	328.17
2025-06-30	$471k	1.5k	303.93
2022-12-31	$325k	1.7k	191.19

More positions owned by Summit Wealth & Retirement Planning

Vanguard World Mega Cap Index (MGC)

Schwab Strategic Tr Us Lcap Va Etf (SCHV)

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)

Schwab Strategic Tr Intl Eqty Etf (SCHF)

Abrdn Precious Metals Basket Physcl Precs Met (GLTR)

Litman Gregory Fds Tr Imgp Dbi Managed (DBMF)

Ea Series Trust Alpha Arch 1-3 (BOXX)

Schwab Strategic Tr Us Sml Cap Etf (SCHA)

Schwab Strategic Tr Emrg Mkteq Etf (SCHE)

Ishares Tr Rus 1000 Val Etf (IWD)

Ishares Tr Msci Eafe Etf (EFA)

Spdr S&p 500 Etf Tr Tr Unit (SPY)

Apple (AAPL)

Schwab Strategic Tr Us Brd Mkt Etf (SCHB)

Ishares Tr Russell 2000 Etf (IWM)

View all positions for Summit Wealth & Retirement Planning

Top funds holding Vanguard Total Stock Market ETF

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Ballentine Partners

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View all funds holding Vanguard Total Stock Market ETF

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