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Vanguard Total Stock Market ETF shares owned by Trinity Financial Advisors

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

Historical chart of Trinity 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 Trinity 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 Trinity Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $15M 49k 303.86
2024-06-30 $15M 56k 268.46
2024-03-31 $15M 57k 259.90
2023-12-31 $9.8M 41k 237.22
2023-09-30 $6.9M 32k 212.41
2023-06-30 $3.3M 15k 220.28
2023-03-31 $502k 2.5k 204.10
2022-12-31 $448k 2.3k 191.22
2022-09-30 $533k 3.0k 179.52
2022-03-31 $32M 141k 227.67
2021-12-31 $37M 153k 241.44
2020-12-31 $19M 97k 196.49