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Vanguard Total Stock Market ETF shares owned by Waldron

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

Historical chart of Waldron investment in Vanguard Total Stock Market ETF

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All positions including Vanguard Total Stock Market ETF held by Waldron 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 Waldron

Quarter filed Position value Share count Share price at filing
2024-12-31 $8.5M 30k 289.81
2024-09-30 $8.3M 29k 284.03
2024-06-30 $6.7M 25k 268.45
2024-03-31 $6.1M 24k 259.90
2023-12-31 $4.2M 18k 237.18
2023-09-30 $3.6M 17k 212.36
2023-06-30 $3.6M 16k 220.28
2023-03-31 $5.0M 25k 204.07
2022-12-31 $5.9M 33k 179.47
2022-09-30 $5.9M 33k 179.47
2022-06-30 $5.5M 29k 188.61
2022-03-31 $6.1M 27k 227.64
2021-12-31 $5.4M 23k 241.44
2021-09-30 $5.0M 23k 222.06
2021-06-30 $5.1M 23k 222.81
2021-03-31 $4.6M 22k 206.69
2020-12-31 $4.0M 21k 194.62
2020-09-30 $2.8M 17k 170.26
2020-06-30 $2.5M 16k 156.48
2020-03-31 $5.1M 40k 128.89
2019-12-31 $7.7M 47k 163.60
2019-09-30 $5.5M 37k 150.99
2019-06-30 $5.8M 39k 150.07
2019-03-31 $5.6M 38k 144.70
2018-12-31 $5.3M 41k 127.62
2018-09-30 $916k 6.1k 149.50
2018-06-30 $859k 6.1k 140.29
2018-03-31 $801k 5.9k 135.69
2017-12-31 $857k 6.2k 137.23
2017-09-30 $770k 5.9k 129.43
2017-06-30 $702k 5.6k 124.42
2017-03-31 $778k 6.6k 118.42
2016-12-31 $597k 5.2k 115.16
2016-09-30 $460k 4.1k 111.22
2016-06-30 $263k 2.7k 98.58
2016-03-31 $263k 2.7k 98.58
2015-12-31 $278k 2.7k 104.08
2015-09-30 $263k 2.7k 98.58
2015-06-30 $283k 2.6k 106.99
2015-03-31 $287k 2.7k 107.17
2014-12-31 $220k 2.1k 106.08
2014-09-30 $208k 2.1k 100.78
2014-06-30 $210k 2.1k 101.74

More positions owned by Waldron

Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr Rus 1000 Val Etf (IWD)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Ishares Tr Glb Infrastr Etf (IGF)
Vanguard Whitehall Fds High Div Yld (VYM)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Microsoft Corporation (MSFT)
Ishares Tr Rus 2000 Val Etf (IWN)

View all positions for Waldron

Top funds holding Vanguard Total Stock Market ETF

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Bank of America Corporation
WealthNavi
Northern Trust
Hanson McClain Advisors
HB Wealth Management
Creative Planning
Envestnet Asset Management
Wellspring Financial Advisors
Ballentine Partners
Wells Fargo & Company

View all funds holding Vanguard Total Stock Market ETF