Private Ocean »

Vanguard Total World Stock Idx shares owned by Private Ocean

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

Historical chart of Private Ocean 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 Private Ocean consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Vanguard Total World Stock Idx by Private Ocean

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.7k 33 112.12
2023-12-31 $1.7M 16k 102.88
2023-09-30 $3.1k 33 93.45
2023-06-30 $24k 243 96.88
2023-03-31 $1.4M 15k 92.09
2022-12-31 $1.3M 15k 86.19
2022-09-30 $1.1M 14k 78.85
2022-06-30 $2.0k 32 62.50
2022-03-31 $958k 9.5k 101.24
2021-12-31 $846k 7.9k 107.47
2021-09-30 $776k 7.6k 101.86
2021-06-30 $3.0k 33 90.91
2021-03-31 $364k 3.7k 97.38
2020-12-31 $266k 2.9k 92.52
2020-09-30 $229k 2.8k 80.75
2020-06-30 $211k 2.8k 74.82
2020-03-31 $176k 2.8k 62.79
2019-12-31 $1.0k 11 90.91
2019-09-30 $1.0k 6.5k 0.16
2019-03-31 $4.0k 60 66.67
2018-03-31 $1.0k 23 43.48
2017-12-31 $14k 253 56.77
2017-09-30 $13k 229 56.77
2017-06-30 $12k 229 52.40
2017-03-31 $11k 229 48.03
2016-12-31 $11k 229 48.03
2016-09-30 $11k 229 48.03
2016-06-30 $10k 229 43.67
2016-03-31 $10k 229 43.67
2015-12-31 $10k 229 43.67
2015-09-30 $10k 229 43.67
2015-06-30 $17k 325 52.40
2015-03-31 $16k 301 52.40
2014-12-31 $14k 289 48.03
2014-09-30 $15k 289 52.40
2014-06-30 $15k 288 52.40
2014-03-31 $32k 617 52.40
2013-12-31 $17k 293 58.02

More positions owned by Private Ocean

Dimensional U.S. Core Equity 2 ETF Etf (DFAC)
iShares Total US Bond ETF Etf (IUSB)
Dimensional Global Real Estate ETF Etf (DFGR)
Dimensional Emerging Core Equity Mkt ETF Etf (DFAE)
SPDR Blmbg Barclays High Yield Bd ETF Etf (JNK)
Dimensional International Equity Mkt ETF Etf (DFAI)
Vanguard Short-Term Corporate Bond ETF Etf (VCSH)
iShares ESG U.S. Aggregate Bond ETF Etf (EAGG)
Invesco Taxable Municipal Bond ETF Etf (BAB)
iShares MSCI USA Quality Factor ETF Etf (QUAL)
Dimensional U.S. Core Equity Market ETF Etf (DFAU)
iShares Russell 1000 Index Etf (IWB)
SPDR Nuveen S&P High Yield Municipal Bond Etf (HYMB)
iShares Core S&P 500 ETF Etf (IVV)
iShares ESG 1-5 Year USD Corp Bd ETF Etf (SUSB)

View all positions for Private Ocean

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