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Vanguard World shares owned by Pearl Planning

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

Historical chart of Pearl Planning investment in Vanguard World

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All positions including Vanguard World held by Pearl Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard World by Pearl Planning

Quarter filed Position value Share count Share price at filing
2026-03-31 $2.6M 42k 62.83

More positions owned by Pearl Planning

Vanguard Index Fds S&p 500 Etf Shs (VOO)
American Centy Etf Tr Intl Eqt Etf (AVDE)
J P Morgan Exchange Traded F Income Etf (JPIE)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Mid Cap Etf (VO)
Ea Series Trust Freedom 100 Em (FRDM)
Ishares Tr Core Div Grwth (DGRO)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard World Esg Us Stk Etf (ESGV)
Ea Series Trust Alpha Arch 1-3 (BOXX)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
T Rowe Price Etf Small Mid Cap (TMSL)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Spdr Series Trust State Street Spd (BIL)

View all positions for Pearl Planning

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
DeDora Capital
SageView Advisory Group
TrueNorth
Goss Wealth Management
Modera Wealth Management
Mariner Wealth Advisors
Wealthfront Advisers
LPL Financial
HPM Partners

View all funds holding Vanguard World