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Vanguard Total World Stock Idx shares owned by Planning Capital Management Corp

Quarter-by-quarter ownership of Vanguard Total World Stock Idx (VT) shares owned by Planning Capital Management Corp from 13F filings

Historical chart of Planning Capital Management Corp investment in Vanguard Total World Stock Idx

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All positions including Vanguard Total World Stock Idx held by Planning Capital Management Corp consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Total World Stock Idx by Planning Capital Management Corp

Quarter filed Position value Share count Share price at filing
2024-03-31 $184k 1.7k 110.48
2023-12-31 $155k 1.5k 102.87

More positions owned by Planning Capital Management Corp

Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Merck & Co (MRK)
Lockheed Martin Corporation (LMT)
Johnson & Johnson (JNJ)
Wal-Mart Stores (WMT)
Verizon Communications (VZ)
Southern Company (SO)
Coca-Cola Company (KO)
McDonald's Corporation (MCD)
Kimberly-Clark Corporation (KMB)
Vanguard Index Fds Total Stk Mkt (VTI)
Apple (AAPL)
Procter & Gamble Company (PG)
DTE Energy Company (DTE)
Kellogg Company (K)

View all positions for Planning Capital Management Corp

Top funds holding Vanguard Total World Stock Idx

Texas Treasury Safekeeping Trust Company
Morgan Stanley
Bank of America Corporation
Edgehill Endowment Partners
Alliancebernstein
UBS Group
Northwestern Mutual Wealth Management Company
Royal Bank of Canada
Rockefeller Capital Management
Brandywine Trust Company
Nepc
Northern Trust
Angeles Wealth Management
Wells Fargo & Company
LPL Financial

View all funds holding Vanguard Total World Stock Idx