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Vanguard Total Stock Market ETF shares owned by Wealth Group

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

Historical chart of Wealth Group investment in Vanguard Total Stock Market ETF

Jan 2024Mar 2024May 2024Jul 2024Sep 2024Nov 2024Jan 2025Mar 20251.3M1.4M1.5M5200540056005800
Value ($)Share countHistorical VTI position of Wealth Group Source: stockzoa.comValue ($)Share count

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Total Stock Market ETF held by Wealth 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 Wealth Group

Quarter filed Position value Share count Share price at filing
2025-03-31 $1.4M 5.1k 274.84
2024-12-31 $1.5M 5.1k 289.81
2024-09-30 $1.5M 5.2k 283.16
2024-06-30 $1.4M 5.2k 267.51
2024-03-31 $1.5M 5.9k 258.05
2023-12-31 $1.3M 5.2k 244.85

More positions owned by Wealth Group

Ishares Core S&p500 Etf (IVV)
Ishares Msci Usa Qlt Fct (QUAL)
Pacer Us Cash Cows 100 (COWZ)
Vanguard S&p 500 Etf Shs (VOO)
Vanguard Inf Tech Etf (VGT)
pacer Pacer Developed Markets Intl Cash Cows 100 Etf (ICOW)
Ishares Core Div Grwth (DGRO)
Vanguard Extend Mkt Etf (VXF)
Pacer Pacer Us Small (CALF)
JP Morgan Betabuilders US Equity (BBUS)
Schwab Us Brd Mkt Etf (SCHB)
Invesco S&p500 Pur Gwt (RPG)
Invesco Unit Ser 1 (QQQ)
Proshares S&p 500 Dv Arist (NOBL)
Schwab Us Mid-cap Etf (SCHM)

View all positions for Wealth Group

Top funds holding Vanguard Total Stock Market ETF

Vanguard Group
Betterment
Bank of America Corporation
LPL Financial
Morgan Stanley
WealthNavi
Northern Trust
Hanson McClain Advisors
HB Wealth Management
Creative Planning
Envestnet Asset Management
Wellspring Financial Advisors
Ballentine Partners
Wells Fargo & Company
UBS Group

View all funds holding Vanguard Total Stock Market ETF