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Vanguard Total Stock Market ETF shares owned by Clear Perspective Advisors

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

Historical chart of Clear Perspective 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 Clear Perspective Advisors 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 Clear Perspective Advisors

Quarter filed Position value Share count Share price at filing
2021-12-31 $887k 3.7k 241.56
2021-09-30 $805k 3.6k 221.95
2021-06-30 $795k 3.6k 222.88
2021-03-31 $742k 3.6k 206.57
2020-12-31 $699k 3.6k 194.60
2020-09-30 $1.2M 3.7k 335.05
2020-06-30 $502k 3.2k 156.68
2020-03-31 $364k 2.8k 129.08
2019-12-31 $412k 2.5k 163.49
2019-09-30 $778k 5.2k 151.07
2019-06-30 $386k 2.6k 149.90
2019-03-31 $404k 2.8k 144.54
2018-12-31 $428k 3.4k 127.76
2018-09-30 $606k 4.1k 149.63
2018-06-30 $585k 1.2k 487.50
2018-03-31 $566k 4.2k 135.83
2017-12-31 $636k 4.6k 137.31
2017-09-30 $597k 4.6k 129.50
2017-06-30 $555k 4.5k 124.52
2017-03-31 $296k 2.4k 121.16
2016-12-31 $95k 823 115.43

More positions owned by Clear Perspective Advisors

Spdr Ser Tr Portfolio S&p 500 Etf Portfolio S&p500 (SPLG)
Schwab Strategic Tr Us Dividend Equity Etf Us Dividend Eq (SCHD)
First Tr Low Duration Opportunities Etf Fst Low Oppt Eft (LMBS)
Vanguard Index Fds S&p 500 Etf Shs New (VOO)
Rbb Fd Inc Motley Fool 100 Index Etf Motley Fol Etf (TMFC)
Apple (AAPL)
Berkshire Hathaway Inc Del Cl B Cl B New (BRK.B)
Microsoft Corporation (MSFT)
Alphabet Inc-cl C CL C (GOOG)
Vanguard Mun Bd Fds Tax-exempt Bd Index Fd Etf Tax Exempt Bd (VTEB)
Amazon (AMZN)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Vanguard Growth Etf Growth Etf (VUG)
Ishares Tr Core S&p Mid-cap Etf Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p Small-cap Etf Core S&p Scp Etf (IJR)

View all positions for Clear Perspective 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