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Vanguard World shares owned by Shotwell Rutter Baer

Quarter-by-quarter ownership of Vanguard World (VCEB) shares owned by Shotwell Rutter Baer from 13F filings

Historical chart of Shotwell Rutter Baer investment in Vanguard World

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All positions including Vanguard World held by Shotwell Rutter Baer consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard World by Shotwell Rutter Baer

Quarter filed Position value Share count Share price at filing
2024-09-30 $443k 6.9k 64.12
2024-06-30 $408k 6.5k 62.42
2023-12-31 $413k 6.5k 63.34

More positions owned by Shotwell Rutter Baer

Vanguard Index Fds Total Stk Mkt (VTI)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Dimensional Etf Trust Intl Small Cap V (DISV)
Pimco Etf Tr Inter Mun Bd Act (MUNI)
Dimensional Etf Trust Internatnal Val (DFIV)
Dimensional Etf Trust Global Real Est (DFGR)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Spdr Ser Tr Nuveen Bloomberg (HYMB)

View all positions for Shotwell Rutter Baer

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