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Vanguard Total World Stock Idx shares owned by Bernardo Wealth Planning

Quarter-by-quarter ownership of Vanguard Total World Stock Idx (VT) shares owned by Bernardo Wealth Planning from 13F filings

Historical chart of Bernardo Wealth Planning 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 Bernardo Wealth Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Total World Stock Idx by Bernardo Wealth Planning

Quarter filed Position value Share count Share price at filing
2026-06-30 $13M 80k 156.95
2026-03-31 $284k 2.1k 138.33

More positions owned by Bernardo Wealth Planning

Ishares Tr Core S&p500 Etf (IVV)
Vanguard World Mega Grwth Ind (MGK)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Vanguard World Mega Cap Val Etf (MGV)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
Ishares Tr Core S&p Ttl Stk (ITOT)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Dimensional Etf Trust Us Equi Mark Etf (DFUS)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Whitehall Fds High Div Yld (VYM)
J P Morgan Exchange Traded F Income Etf (JPIE)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Vanguard Bd Index Fds Intermed Term (BIV)
Ishares Tr Mbs Etf (MBB)

View all positions for Bernardo Wealth Planning

Top funds holding Vanguard Total World Stock Idx

Rakuten Investment Management
Cambridge Associates
Morgan Stanley
Bank of America Corporation
UBS Group
Schroder Investment Management Group
Royal Bank of Canada
Northern Trust
Northwestern Mutual Wealth Management Company
Brandywine Trust Company
Envestnet Asset Management
Jane Street
Angeles Wealth Management
Alliancebernstein
SCS Capital Management

View all funds holding Vanguard Total World Stock Idx