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Vanguard Total Stock Market ETF shares owned by SWMG

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

Historical chart of SWMG 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 SWMG 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 SWMG

Quarter filed Position value Share count Share price at filing
2023-12-31 $4.8M 20k 237.22
2023-09-30 $4.4M 21k 212.41
2023-06-30 $4.5M 20k 220.28
2023-03-31 $4.2M 21k 204.10
2022-12-31 $4.0M 21k 191.19
2022-09-30 $7.4M 41k 179.47
2022-03-31 $10M 45k 227.67
2021-12-31 $11M 45k 241.43
2021-09-30 $10M 46k 222.06
2021-06-30 $9.5M 43k 222.83
2021-03-31 $8.7M 42k 206.69
2020-12-31 $8.4M 43k 197.31

More positions owned by SWMG

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Russell 2000 Etf (IWM)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Esg Awr Msci Usa (ESGU)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Mbs Etf (MBB)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr U.s. Tech Etf (IYW)
Ishares Tr S&p 100 Etf (OEF)
Ishares Tr S&p 500 Grwt Etf (IVW)

View all positions for SWMG

Top funds holding Vanguard Total Stock Market ETF

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Wells Fargo & Company
Ballentine Partners
HPM Partners
Jpmorgan Chase & Co
UBS Group
BKD Wealth Advisors

View all funds holding Vanguard Total Stock Market ETF