Keudell/Morrison Wealth Management »

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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

Quarter filed Position value Share count Share price at filing
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

Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Whitehall Fds High Div Yld (VYM)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Apple (AAPL)
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Managed Portfolio Series Tortoise Nram Pi (TPYP)
World Gold Tr Spdr Gld Minis (GLDM)
Microsoft Corporation (MSFT)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Alphabet Cap Stk Cl C (GOOG)
Amazon (AMZN)
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF)
J P Morgan Exchange Traded F Municipal Etf (JMUB)
Vanguard World Fds Energy Etf (VDE)

View all positions for Keudell/Morrison Wealth Management

Top funds holding Vanguard World

Vanguard Group
Branch Banking & Trust Company
DeDora Capital
SageView Advisory Group
Hanson & Doremus Investment Management
Jane Street
Eastern Bank
Adviser Investments
Modera Wealth Management
Anderson Fisher
Northland Capital Management
Mariner Wealth Advisors
UBS Group
D. J. St. Germain
Cambridge Investment Research Advisors

View all funds holding Vanguard World