Beaumont Financial Advisors »

Vanguard Total World Stock Idx shares owned by Beaumont Financial Advisors

Quarter-by-quarter ownership of Vanguard Total World Stock Idx (VT) shares owned by Beaumont Financial Advisors from 13F filings

Historical chart of Beaumont Financial Advisors investment in Vanguard Total World Stock Idx

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Total World Stock Idx held by Beaumont Financial Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Vanguard Total World Stock Idx by Beaumont Financial Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $16M 151k 102.88
2023-09-30 $16M 166k 93.18
2023-06-30 $29M 303k 96.98
2023-03-31 $45M 483k 92.09

More positions owned by Beaumont Financial Advisors

Apple (AAPL)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Core S&p500 Etf (IVV)
J P Morgan Exchange Traded Active Growth (JGRO)
Ishares Tr Core S&p Md Cap (IJH)
Ishares Tr Global 100 Etf (IOO)
J P Morgan Exchange Traded Us Qualty Fctr (JQUA)
Amazon (AMZN)
McDonald's Corporation (MCD)
Ishares Tr S&P SML 600 GRTH (IJT)
Lowe's Companies (LOW)
J P Morgan Exchange Traded Equity Focus Etf (JPEF)
Fidelity Covington Trust New Millenium (FFLC)
Vanguard Index Fds Growth Etf (VUG)

View all positions for Beaumont Financial Advisors

Top funds holding Vanguard Total World Stock Idx

Bank of America Corporation
UBS Group
Alliancebernstein
Royal Bank of Canada
Edgehill Endowment Partners
Rockefeller Capital Management
Partners Capital Investment Group
Wells Fargo & Company
Wind River Trust
Citigroup
Goldman Sachs Group
Allianz Asset Management
Evoke Wealth
Sageworth Trust Company
CI Private Wealth

View all funds holding Vanguard Total World Stock Idx