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Vanguard World shares owned by EverSource Wealth Advisors

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

Historical chart of EverSource Wealth Advisors investment in Vanguard World

Tip: Access up to 7 years of quarterly data

All positions including Vanguard World held by EverSource Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard World by EverSource Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $345k 5.4k 63.63

More positions owned by EverSource Wealth Advisors

Vanguard Growth Etf Etf (VUG)
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iShares Gold Trust ETF Etf (IAU)
State Street Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)
Apple Stock (AAPL)
Praxis Impact Large Cap Growth Etf Etf (PRXG)
Nvidia Corporation Stock (NVDA)
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Apollo Global Mgmt Stock (APO)
Tesla Stock (TSLA)
Microsoft Corp Stock (MSFT)
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Fidelity Wise Origin Bitcoin Fund Etf (FBTC)
Vanguard 0-3 Month Treasury Bill Etf Etf (VBIL)

View all positions for EverSource Wealth Advisors

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
TrueNorth
Goss Wealth Management
Modera Wealth Management
Mariner Wealth Advisors
Wealthfront Advisers
LPL Financial
HPM Partners

View all funds holding Vanguard World