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Vanguard Total World Stock Idx shares owned by Planning Alternatives

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

Historical chart of Planning Alternatives 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 Planning Alternatives 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 Alternatives

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.0M 27k 110.50
2023-12-31 $2.8M 27k 102.88
2023-09-30 $2.5M 27k 93.18
2023-06-30 $2.6M 27k 96.98
2023-03-31 $2.4M 27k 92.09
2022-12-31 $13M 147k 86.19

More positions owned by Planning Alternatives

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
J P Morgan Exchange Traded F Jpmorgan Diver (JPUS)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Core S&p Scp Etf (IJR)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Index Fds Growth Etf (VUG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Apple (AAPL)
Vanguard Index Fds Value Etf (VTV)
Columbia Etf Tr Ii Em Core Ex Etf (XCEM)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Ishares U S Etf Tr Blackrock Sh Dur (NEAR)

View all positions for Planning Alternatives

Top funds holding Vanguard Total World Stock Idx

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

View all funds holding Vanguard Total World Stock Idx