Waterway Wealth Management »

Vanguard Total Stock Market ETF shares owned by Waterway Wealth Management

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

Historical chart of Waterway Wealth Management 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 Waterway Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Vanguard Total Stock Market ETF by Waterway Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.5M 8.7k 283.11
2024-06-30 $2.3M 8.5k 267.50
2024-03-31 $2.5M 9.6k 259.89
2023-12-31 $3.0M 228k 13.37

More positions owned by Waterway Wealth Management

Ishares Msci Eafe Etf Etf (EFA)
Wisdomtree Large Cap Dividend Etf (DLN)
Ishares Core S&p 500 Etf Etf (IVV)
DFA Dimensional US Small Cap Value ETF Etf (DFSV)
Fidelity Msci Health Care Index Etf Etf (FHLC)
Ishares S&p Smallcap 600 Etf Etf (IJR)
Ishares National Muni Bond Etf Etf (MUB)
Vanguard Intermediate-term Treasury Etf Etf (VGIT)
Pimco Municipal Income Opportunities Active Exchange-traded Fund Etf (MINO)
Pimco Multisector Bond Active Exchange-traded Fund Etf (PYLD)
Nvidia Corporation Stock (NVDA)
Ishares Russell 1000 Growth Etf Etf (IWF)
Apple Stock (AAPL)
Spdr S&p 500 Etf Trust Etf (SPY)
Financial Select Sector Spdr Etf (XLF)

View all positions for Waterway Wealth Management

Top funds holding Vanguard Total Stock Market ETF

Vanguard Group
Wealthfront Advisers
Us Bancorp
LPL Financial
Bank of America Corporation
Morgan Stanley
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