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Vanguard Total World Stock Idx shares owned by Trellis Wealth Advisors

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

Historical chart of Trellis 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 Trellis 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 Trellis Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.1M 10k 110.50
2023-12-31 $1.0M 10k 102.88
2023-09-30 $964k 10k 93.18

More positions owned by Trellis Wealth Advisors

Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Index Fds Total Stk Mkt (VTI)
American Centy Etf Tr Us Eqt Etf (AVUS)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
American Centy Etf Tr Avantis Respon U (AVSU)
Dimensional Etf Trust Us Sustainabilty (DFSU)
American Centy Etf Tr Avantis Responsi (AVSD)
Dimensional Etf Trust International (DFSI)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)

View all positions for Trellis Wealth Advisors

Top funds holding Vanguard Total World Stock Idx

Bank of America Corporation
Edgehill Endowment Partners
Alliancebernstein
UBS Group
Royal Bank of Canada
Rockefeller Capital Management
Northern Trust
Angeles Wealth Management
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