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Vanguard Total Stock Market ETF shares owned by Wellesley Investment Partners

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

Historical chart of Wellesley Investment Partners 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 Wellesley Investment Partners 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 Wellesley Investment Partners

Quarter filed Position value Share count Share price at filing
2020-09-30 $6.9M 40k 170.30
2020-06-30 $6.6M 42k 156.52
2020-03-31 $5.8M 45k 128.91
2019-12-31 $8.4M 51k 163.62
2019-09-30 $7.5M 50k 150.99
2019-06-30 $7.5M 50k 150.09
2019-03-31 $7.0M 48k 144.70
2018-12-31 $6.2M 48k 127.62
2018-09-30 $7.3M 49k 149.64
2018-06-30 $7.0M 50k 140.42
2018-03-31 $6.6M 49k 135.71
2017-12-31 $6.4M 47k 137.24
2017-09-30 $5.9M 46k 129.52
2017-06-30 $5.5M 44k 124.44
2017-03-31 $5.3M 44k 121.32
2016-12-31 $4.9M 42k 115.30
2016-09-30 $4.5M 41k 111.33
2016-06-30 $4.4M 41k 107.14
2016-03-31 $4.2M 40k 104.81
2015-12-31 $4.2M 41k 104.30

More positions owned by Wellesley Investment Partners

iShares S&P 500 ETF Core S&p500 Etf (IVV)
iShares 7-10 Year Treasury Bond ETF Barclays 7 10 Yr (IEF)
Vanguard Developed Markets ETF Ftse Dev Mkt Etf (VEA)
iShares U.S. Aggregate Bond ETF Core Us Aggbd Et (AGG)
Vanguard Short-Term Bond ETF Short Trm Bond (BSV)
Ishares 1-3 Year Treasry 1 3 Yr Treas Bd (SHY)
Schwab US Dividend Equity ETF Us Dividend Eq (SCHD)
Vanguard Emerging Markets ETF Ftse Emr Mkt Etf (VWO)
iShares Gold Trust ETF Ishares
iShares S&P Mid Cap ETF Core S&p Mcp Etf (IJH)
Powershs Nasdaq-100 ETF Unit Ser 1 (QQQ)
Vanguard Total Stock Mkt ETF Total Stk Mkt (VTI)
Spdr S&p 500 Etf Tr Unit (SPY)
Vanguard Dividend Appreciation ETF Div App Etf (VIG)
Apple (AAPL)

View all positions for Wellesley Investment Partners

Top funds holding Vanguard Total Stock Market ETF

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View all funds holding Vanguard Total Stock Market ETF