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Vanguard Total World Stock Idx shares owned by WMS Partners

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

Historical chart of WMS Partners investment in Vanguard Total World Stock Idx

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All positions including Vanguard Total World Stock Idx held by WMS Partners 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 WMS Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $13M 123k 102.88
2023-09-30 $13M 140k 93.18
2023-06-30 $14M 145k 96.98
2023-03-31 $15M 163k 92.09
2022-12-31 $18M 203k 86.19
2022-09-30 $458k 5.8k 78.95
2022-06-30 $552k 6.5k 85.32
2022-03-31 $639k 6.3k 101.25
2021-09-30 $599k 5.9k 101.77
2021-06-30 $594k 5.7k 103.57
2021-03-31 $569k 5.9k 97.22
2020-12-31 $430k 5.3k 80.71
2020-09-30 $430k 5.3k 80.71
2020-06-30 $401k 5.4k 74.83
2020-03-31 $323k 5.1k 62.74
2019-12-31 $491k 6.1k 81.04
2019-09-30 $440k 5.9k 74.77
2019-06-30 $456k 6.1k 75.12
2019-03-31 $464k 6.3k 73.16
2018-12-31 $326k 5.0k 65.51
2018-09-30 $375k 4.9k 75.82
2018-06-30 $344k 4.7k 73.41
2018-03-31 $350k 4.8k 73.59
2017-12-31 $323k 4.3k 74.37
2017-09-30 $307k 4.3k 70.74
2016-12-31 $295k 4.8k 61.03
2016-09-30 $386k 6.3k 60.80
2016-06-30 $297k 5.1k 58.14
2016-03-31 $294k 5.1k 57.60
2015-12-31 $298k 5.2k 57.62
2015-09-30 $2.0M 36k 55.31
2015-06-30 $2.2M 36k 61.53
2015-03-31 $1.9M 31k 61.59
2014-12-31 $1.1M 18k 60.10
2014-09-30 $566k 9.4k 60.37
2014-06-30 $539k 8.7k 62.13
2012-03-31 $201k 4.0k 50.25
2011-06-30 $201k 4.0k 50.25
2011-03-31 $399k 8.0k 49.81
2010-12-31 $382k 8.0k 47.69

More positions owned by WMS Partners

American Centy Etf Tr Intl Eqt Etf (AVDE)
Vanguard Index Fds Total Stk Mkt (VTI)
Goldman Sachs Etf Tr Activebeta Int (GSIE)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
American Centy Etf Tr Us Eqt Etf (AVUS)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
American Centy Etf Tr Avantis Emgmkt (AVEM)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
T. Rowe Price (TROW)
Schwab Charles Family Amt Tax Free Mny (SCTXX)
Goldman Sachs Etf Tr Activebeta Eme (GEM)
Apple (AAPL)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Core S&p Scp Etf (IJR)
J P Morgan Exchange Traded F Short Dura Core (JSCP)

View all positions for WMS Partners

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