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Vanguard Total World Stock Idx shares owned by Ropes Wealth Advisors

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

Historical chart of Ropes 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 Ropes 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 Ropes Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-09-30 $2.6M 27k 93.18
2023-06-30 $3.5M 36k 96.98
2023-03-31 $3.4M 37k 92.09
2022-12-31 $3.2M 37k 86.19
2022-09-30 $2.9M 37k 78.88
2022-06-30 $3.1M 36k 85.35
2022-03-31 $3.6M 36k 101.30
2021-12-31 $3.9M 36k 107.43
2021-09-30 $3.5M 34k 101.83
2021-06-30 $3.1M 30k 103.61
2021-03-31 $3.0M 29k 100.92
2020-12-31 $237k 2.6k 92.43
2020-09-30 $207k 2.6k 80.73
2020-06-30 $192k 2.6k 74.82
2020-03-31 $84k 1.3k 62.64
2019-12-31 $1.5M 19k 80.99
2019-09-30 $1.8M 24k 74.80
2019-06-30 $1.3M 17k 75.13
2019-03-31 $1.3M 18k 73.18
2018-12-31 $1.1M 18k 65.43
2018-09-30 $1.3M 17k 75.83
2018-06-30 $1.2M 17k 73.35
2018-03-31 $1.2M 17k 73.63
2017-12-31 $1.2M 17k 74.28
2017-09-30 $1.2M 16k 70.73
2017-06-30 $1.1M 16k 67.52
2017-03-31 $1.0M 16k 65.20
2016-12-31 $1.0M 16k 61.01
2016-09-30 $1.4M 22k 60.83
2016-06-30 $339k 5.8k 58.12
2016-03-31 $337k 5.8k 57.77
2015-12-31 $336k 5.8k 57.60
2015-09-30 $323k 5.8k 55.37
2015-06-30 $359k 5.8k 61.55
2015-03-31 $359k 5.8k 61.55

More positions owned by Ropes Wealth Advisors

Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Total Stk Mkt (VTI)
Exxon Mobil Corporation (XOM)
Amazon (AMZN)
Procter & Gamble Company (PG)
JPMorgan Chase & Co. (JPM)
Johnson & Johnson (JNJ)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Alphabet Cap Stk Cl A (GOOGL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Pepsi (PEP)

View all positions for Ropes Wealth Advisors

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