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Vanguard Total World Stock Idx shares owned by Efficient Wealth Management

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

Historical chart of Efficient Wealth Management 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 Efficient Wealth Management 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 Efficient Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $51k 460 110.87
2023-12-31 $47k 460 102.17
2023-09-30 $42k 460 91.30
2023-06-30 $44k 460 95.65
2023-03-31 $39k 460 84.78
2022-12-31 $36k 460 78.26
2022-09-30 $36k 460 78.26

More positions owned by Efficient Wealth Management

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Bd Index Fds Vanguard Ultra (VUSB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Real Estate Etf (VNQ)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Index Fds Growth Etf (VUG)

View all positions for Efficient Wealth Management

Top funds holding Vanguard Total World Stock Idx

Bank of America Corporation
Edgehill Endowment Partners
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UBS Group
Royal Bank of Canada
Rockefeller Capital Management
Angeles Wealth Management
Partners Capital Investment Group
Wells Fargo & Company
LPL Financial
Wind River Trust
Goldman Sachs Group
Allianz Asset Management
Evoke Wealth
Sageworth Trust Company

View all funds holding Vanguard Total World Stock Idx