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Vanguard World shares owned by UMA Financial Services

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

Historical chart of UMA Financial Services investment in Vanguard World

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

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Quarterly reported holdings in Vanguard World by UMA Financial Services

Quarter filed Position value Share count Share price at filing
2025-12-31 $27k 418 63.63

More positions owned by UMA Financial Services

Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust State Street Spd (SPYM)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr S&p 500 Val Etf (IVE)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Core S&p Ttl Stk (ITOT)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Apple (AAPL)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)

View all positions for UMA Financial Services

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