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Vanguard Total Stock Market ETF shares owned by Concentric Wealth Management

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

Historical chart of Concentric 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 Concentric Wealth Management 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 Concentric Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.9M 7.2k 259.90
2023-12-31 $1.7M 7.2k 237.21
2023-09-30 $1.6M 7.7k 212.42
2023-06-30 $1.7M 7.7k 220.29
2023-03-31 $1.6M 7.9k 204.11
2022-12-31 $1.5M 7.7k 191.18
2022-09-30 $1.4M 7.9k 179.43
2022-06-30 $1.5M 7.8k 188.62
2022-03-31 $1.8M 7.8k 227.72
2021-12-31 $1.9M 7.8k 241.44
2021-09-30 $1.9M 8.7k 222.08
2021-06-30 $2.0M 9.0k 222.84
2021-03-31 $1.9M 9.3k 206.63
2020-12-31 $2.0M 10k 194.69
2020-09-30 $1.8M 10k 170.27
2020-06-30 $1.6M 10k 156.52
2020-03-31 $2.1M 16k 128.91
2019-12-31 $2.8M 17k 163.60
2019-09-30 $2.7M 18k 151.00
2019-06-30 $2.7M 18k 150.10
2019-03-31 $2.8M 19k 144.73
2018-12-31 $2.4M 19k 127.64
2018-09-30 $2.9M 19k 149.67
2018-06-30 $2.7M 19k 140.42
2018-03-31 $2.6M 19k 135.72
2017-12-31 $2.7M 19k 137.26
2017-09-30 $2.5M 19k 129.51
2017-06-30 $2.4M 19k 124.44
2017-03-31 $2.3M 19k 121.32
2016-12-31 $2.3M 20k 115.33

More positions owned by Concentric Wealth Management

American Centy Etf Tr Us Sml Cp Valu (AVUV)
Microsoft Corporation (MSFT)
Ishares Core Msci Eafe Etf core msci eafe (IEFA)
Alphabet Inc Class A cs (GOOGL)
Ishares Inc core msci emkt (IEMG)
Apple (AAPL)
Visa (V)
JPMorgan Chase & Co. (JPM)
Oracle Corporation (ORCL)
Abbvie (ABBV)
Procter & Gamble Company (PG)
Johnson & Johnson (JNJ)
iShares Barclays Inter Crd Bd Fund ETF) (IGIB)
Vanguard Intermediate-Term Bond ETF (BIV)
Amgen (AMGN)

View all positions for Concentric Wealth Management

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