Beaumont Financial Advisors »

Vanguard Total Stock Market ETF shares owned by Beaumont Financial Advisors

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

Historical chart of Beaumont Financial Advisors 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 Beaumont Financial Advisors 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 Beaumont Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.6M 9.9k 259.91
2023-12-31 $2.4M 10k 237.23
2023-09-30 $2.1M 10k 212.42
2023-06-30 $2.2M 10k 220.28
2023-03-31 $2.1M 10k 204.11
2022-12-31 $1.1M 5.7k 191.18

More positions owned by Beaumont Financial Advisors

Microsoft Corp Stock (MSFT)
Apple Stock (AAPL)
Ishares Core S&p 500 Etf Etf (IVV)
Jpmorgan Active Growth Etf Etf (JGRO)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Ishares Core S&p Mid-cap Etf Etf (IJH)
Amazon Stock (AMZN)
Ishares Global 100 Etf Etf (IOO)
Jpmorgan U.s. Quality Factor Etf Us Quality Factor Fund Etf (JQUA)
Vaneck Morningstar Wide Moat Etf Etf (MOAT)
Ishares S&p Small-cap 600 Growth Etf Etf (IJT)
Blackstone Private Credit Fund Shs Cl I Stock
Lowes Cos Stock (LOW)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Fidelity Fundamental Large Cap Core Etf Etf (FFLC)

View all positions for Beaumont Financial Advisors

Top funds holding Vanguard Total Stock Market ETF

Vanguard Group
Betterment
Us Bancorp
Wealthfront Advisers
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
Wells Fargo & Company

View all funds holding Vanguard Total Stock Market ETF