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Vanguard World shares owned by Keudell/Morrison Wealth Management

Quarter-by-quarter ownership of Vanguard World (VCEB) shares owned by Keudell/Morrison Wealth Management from 13F filings

Historical chart of Keudell/Morrison Wealth Management investment in Vanguard World

Tip: Access up to 7 years of quarterly data

All positions including Vanguard World held by Keudell/Morrison Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard World by Keudell/Morrison Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $308k 4.7k 64.88
2024-06-30 $341k 5.5k 62.06
2024-03-31 $337k 5.4k 62.75
2023-12-31 $295k 4.6k 63.38
2023-09-30 $275k 4.6k 59.39
2023-06-30 $251k 4.0k 61.98
2023-03-31 $243k 3.9k 62.70

More positions owned by Keudell/Morrison Wealth Management

Schwab Strategic Tr Fundamental Intl (FNDF)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Bd Index Fds Intermed Term (BIV)
Apple (AAPL)
Simplify Exchange Traded Fun Hedged Equity (HEQT)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)
World Gold Tr Spdr Gld Minis (GLDM)
Managed Portfolio Series Tortoise Nram Pi (TPYP)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Alphabet Cap Stk Cl C (GOOG)
J P Morgan Exchange Traded F Municipal Etf (JMUB)
Eli Lilly & Co. (LLY)

View all positions for Keudell/Morrison Wealth Management

Top funds holding Vanguard World

Vanguard Group
Banco Bilbao Vizcaya Argentaria
Envestnet Asset Management
Branch Banking & Trust Company
SageView Advisory Group
DeDora Capital
Modera Wealth Management
Hanson & Doremus Investment Management
Adviser Investments
Old Mission Capital
Mariner Wealth Advisors
Jane Street
Goss Wealth Management
HPM Partners
Stewardship Advisors

View all funds holding Vanguard World