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Vanguard Total Stock Market ETF shares owned by Meritage Portfolio Management

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

Historical chart of Meritage Portfolio 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 Meritage Portfolio 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 Meritage Portfolio Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $4.3M 17k 259.89
2023-12-31 $3.7M 16k 237.25
2023-09-30 $2.9M 14k 212.42
2023-06-30 $2.9M 13k 220.31
2023-03-31 $2.7M 13k 204.11
2022-12-31 $2.4M 12k 191.19
2022-09-30 $2.2M 12k 179.43
2022-06-30 $2.4M 13k 188.59
2022-03-31 $2.7M 12k 227.70
2021-12-31 $2.9M 12k 241.47
2021-09-30 $2.6M 12k 222.03
2021-06-30 $2.6M 12k 222.80
2021-03-31 $2.3M 11k 206.66
2020-12-31 $2.2M 11k 194.67
2020-09-30 $1.6M 9.6k 170.31
2020-06-30 $1.4M 8.8k 156.55
2020-03-31 $663k 5.1k 128.84
2019-12-31 $842k 5.1k 163.62
2019-09-30 $777k 5.1k 150.99
2019-06-30 $832k 5.5k 150.02
2019-03-31 $754k 5.2k 144.69
2018-12-31 $665k 5.2k 127.61
2018-09-30 $668k 4.5k 149.74
2018-06-30 $626k 4.5k 140.34
2018-03-31 $432k 3.2k 135.68
2017-12-31 $437k 3.2k 137.11
2017-09-30 $413k 3.2k 129.58
2017-06-30 $347k 2.8k 124.55
2017-03-31 $202k 1.7k 121.25

More positions owned by Meritage Portfolio Management

Apple Common (AAPL)
Microsoft Corp Common (MSFT)
Alphabet Inc Cl A Common (GOOGL)
Broadcom Common (AVGO)
Amazon Common (AMZN)
Novo-nordisk A S Common (NVO)
Asml Holding Nv Common (ASML)
Cadence Design Systems Common (CDNS)
Fortinet Common (FTNT)
Cheniere Energy Common (LNG)
Pioneer Nat Res Common (PXD)
Mastercard Common (MA)
Spdr S&p 500 Value Etf Other Equities (SPYV)
Ametek Common (AME)
Kla Corporation Common (KLAC)

View all positions for Meritage Portfolio Management

Top funds holding Vanguard Total Stock Market ETF

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Creative Planning
Envestnet Asset Management
Wellspring Financial Advisors
Wells Fargo & Company

View all funds holding Vanguard Total Stock Market ETF