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Vanguard World shares owned by Modern Wealth Management

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

Historical chart of Modern Wealth Management investment in Vanguard World

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard World by Modern Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $425k 6.7k 63.63

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Fidelity Merrimack Str Tr Total Bd Etf (FBND)
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Ishares Tr Msci Usa Qlt Fct (QUAL)
Spdr Series Trust State Street Spd (SPTM)
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View all positions for Modern Wealth Management

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