CWM »

Vanguard World shares owned by CWM

Quarter-by-quarter ownership of Vanguard World (VCEB) shares owned by CWM from 13F filings

Historical chart of CWM investment in Vanguard World

Tip: Access up to 7 years of quarterly data

All positions including Vanguard World held by CWM 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 World by CWM

Quarter filed Position value Share count Share price at filing
2025-09-30 $696k 11k 64.22
2025-06-30 $690k 11k 63.38
2025-03-31 $640k 10k 62.89

More positions owned by CWM

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Total Usd (IUSB)
Spdr Series Trust Portfolio S&p500 (SPLG)
Apple (AAPL)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr S&p 500 Grwt Etf (IVW)
Microsoft Corporation (MSFT)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Spdr Series Trust Portfolio Agrgte (SPAB)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr S&p 100 Etf (OEF)
Pimco Etf Tr Active Bd Etf (BOND)
Amazon (AMZN)

View all positions for CWM

Top funds holding Vanguard World

Vanguard Group
Varma Mutual Pension Insurance
Banco Bilbao Vizcaya Argentaria
Branch Banking & Trust Company
Envestnet Asset Management
Hanson & Doremus Investment Management
SageView Advisory Group
DeDora Capital
Modera Wealth Management
TrueNorth
Goss Wealth Management
Mariner Wealth Advisors
Stewardship Advisors
Wealthfront Advisers
HPM Partners

View all funds holding Vanguard World