Vanguard Total Stock Market ETF shares owned by Valeo Financial Advisors
Quarter-by-quarter ownership of Vanguard Total Stock Market ETF (VTI) shares owned by Valeo Financial Advisors
from 13F filings
Historical chart of Valeo Financial Advisors investment in Vanguard Total Stock Market ETF
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Quarterly reported holdings in Vanguard Total Stock Market ETF by Valeo Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $7.7M | 30k | 259.90 |
| 2023-12-31 | $6.5M | 28k | 237.22 |
| 2023-09-30 | $5.5M | 26k | 212.41 |
| 2023-06-30 | $5.7M | 26k | 220.28 |
| 2023-03-31 | $5.9M | 29k | 204.10 |
| 2022-12-31 | $25M | 131k | 191.19 |
| 2022-09-30 | $4.9M | 27k | 179.47 |
| 2022-06-30 | $23M | 121k | 188.62 |
| 2022-03-31 | $28M | 121k | 227.67 |
| 2021-12-31 | $27M | 112k | 241.44 |
| 2021-09-30 | $24M | 107k | 222.06 |
| 2021-06-30 | $24M | 106k | 222.82 |
| 2021-03-31 | $22M | 108k | 206.69 |
| 2020-12-31 | $21M | 107k | 194.64 |
| 2020-09-30 | $17M | 100k | 170.31 |
| 2020-06-30 | $16M | 104k | 156.53 |
| 2020-03-31 | $15M | 107k | 139.34 |
| 2019-12-31 | $17M | 101k | 163.62 |
| 2019-09-30 | $15M | 99k | 151.00 |
| 2019-06-30 | $15M | 97k | 150.09 |
| 2019-03-31 | $14M | 97k | 144.71 |
| 2018-12-31 | $11M | 87k | 127.63 |
| 2018-09-30 | $12M | 84k | 138.53 |
| 2018-06-30 | $7.6M | 52k | 145.79 |
| 2018-03-31 | $11M | 80k | 135.72 |
| 2017-12-31 | $10M | 73k | 137.25 |
| 2017-09-30 | $1.2M | 9.6k | 129.57 |
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