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Vanguard Total Stock Market ETF shares owned by Waller Financial Planning Group

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

Historical chart of Waller Financial Planning Group 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 Waller Financial Planning Group 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 Waller Financial Planning Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $230k 702 327.98
2019-12-31 $500k 3.1k 163.77
2019-09-30 $511k 3.3k 154.24
2019-06-30 $656k 4.3k 152.81
2019-03-31 $1.2M 7.9k 148.62
2018-12-31 $1.3M 10k 127.60