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Vanguard Total World Stock Idx shares owned by Sonoma Private Wealth

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

Historical chart of Sonoma Private Wealth 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 Sonoma Private Wealth 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 Sonoma Private Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $835k 7.6k 110.50
2023-12-31 $778k 7.6k 102.88
2023-09-30 $704k 7.6k 93.18
2023-06-30 $733k 7.6k 96.98
2023-03-31 $696k 7.6k 92.09
2022-12-31 $652k 7.6k 86.19

More positions owned by Sonoma Private Wealth

Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Ishares Tr S&p 500 Val Etf (IVE)
Vanguard Index Fds Value Etf (VTV)
Spdr Ser Tr Prtflo S&p500 Hi (SPYD)
NVIDIA Corporation (NVDA)
Costco Wholesale Corporation (COST)
Global X Fds Data Ctr Reits (VPN)
Procter & Gamble Company (PG)
Vanguard Index Fds Growth Etf (VUG)
Merck & Co (MRK)
At&t (T)
Applied Materials (AMAT)
Apple (AAPL)
Amazon (AMZN)

View all positions for Sonoma Private Wealth

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
Northern Trust
Angeles Wealth Management
Wells Fargo & Company
LPL Financial
Wind River Trust

View all funds holding Vanguard Total World Stock Idx