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Vanguard Total Stock Market ETF shares owned by WealthPlan Investment Management

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

Historical chart of WealthPlan Investment 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 WealthPlan Investment 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 WealthPlan Investment Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $7.2M 28k 259.92
2023-12-31 $8.4M 35k 237.22
2023-09-30 $7.2M 34k 212.41
2023-06-30 $6.0M 28k 220.28
2023-03-31 $7.0M 34k 204.10
2022-12-31 $36M 174k 207.45
2022-09-30 $34M 173k 196.68
2022-03-31 $40M 195k 206.94

More positions owned by WealthPlan Investment Management

Apple (AAPL)
Simplify Exchange Traded Fun Enhanced Inm Etf (HIGH)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Pepsi (PEP)
Abbvie (ABBV)
Casey's General Stores (CASY)
Vaneck Etf Trust Ig Floating Rate (FLTR)
Nucor Corporation (NUE)
Alphabet Cap Stk Cl C (GOOG)
Msc Indl Direct Cl A (MSM)
Chevron Corporation (CVX)
Gra (GGG)
Bondbloxx Etf Trust Bloomberg Six Mn (XHLF)
Abbott Laboratories (ABT)
Wal-Mart Stores (WMT)

View all positions for WealthPlan Investment 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