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Vanguard Total World Stock Idx shares owned by Strategies Wealth Advisors

Quarter-by-quarter ownership of Vanguard Total World Stock Idx (VT) shares owned by Strategies Wealth Advisors from 13F filings

Historical chart of Strategies Wealth Advisors investment in Vanguard Total World Stock Idx

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Total World Stock Idx held by Strategies Wealth Advisors 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 Strategies Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $328k 3.0k 110.49
2023-12-31 $233k 2.3k 102.88
2023-09-30 $213k 2.3k 93.19
2023-06-30 $212k 2.2k 96.97

More positions owned by Strategies Wealth Advisors

Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr Core Div Grwth (DGRO)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Core S&p Us Gwt (IUSG)
Ishares Tr Core S&p Us Vlu (IUSV)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Msci Eafe Etf (EFA)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Vanguard Admiral Fds 500 Grth Idx F (VOOG)

View all positions for Strategies Wealth Advisors

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