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Vanguard World shares owned by Townsend Financial Planning

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

Historical chart of Townsend Financial Planning investment in Vanguard World

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard World by Townsend Financial Planning

Quarter filed Position value Share count Share price at filing
2026-03-31 $464k 7.4k 62.83

More positions owned by Townsend Financial Planning

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core S&p Us Vlu (IUSV)
Ishares Tr Core 1 5 Yr Usd (ISTB)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Ishares Tr Core Msci Total (IXUS)
Fidelity Covington Trust Msci Rl Est Etf (FREL)
Ishares Tr 0-5yr Invt Gr Cp (SLQD)
Ishares Tr Tips Bd Etf (TIP)
Fidelity Covington Trust Enhanced Intl (FENI)
Vanguard World Esg Us Stk Etf (ESGV)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Fidelity Covington Trust Enhanced Mid (FMDE)

View all positions for Townsend Financial Planning

Top funds holding Vanguard World

Vanguard Advisers
Vanguard Group
Varma Mutual Pension Insurance
Banco Bilbao Vizcaya Argentaria
Branch Banking & Trust Company
Envestnet Asset Management
Hanson & Doremus Investment Management
Wealthfront Advisers
DeDora Capital
SageView Advisory Group
Modera Wealth Management
TrueNorth
Goss Wealth Management
Mariner Wealth Advisors
LPL Financial

View all funds holding Vanguard World