Vanguard Total World Stock Idx shares owned by Bernzott Capital Advisors
Quarter-by-quarter ownership of Vanguard Total World Stock Idx (VT) shares owned by Bernzott Capital Advisors
from 13F filings
Historical chart of Bernzott Capital Advisors investment in Vanguard Total World Stock Idx
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Quarterly reported holdings in Vanguard Total World Stock Idx by Bernzott Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.7M | 22k | 119.70 |
| 2024-06-30 | $3.3M | 30k | 112.63 |
| 2024-03-31 | $3.6M | 32k | 110.50 |
| 2023-12-31 | $2.9M | 28k | 102.88 |
| 2023-09-30 | $2.3M | 25k | 93.18 |
| 2023-06-30 | $2.3M | 24k | 96.98 |
| 2023-03-31 | $2.2M | 24k | 92.09 |
| 2022-12-31 | $2.1M | 24k | 86.19 |
| 2022-09-30 | $1.9M | 24k | 78.87 |
| 2022-06-30 | $1.4M | 16k | 85.34 |
| 2022-03-31 | $517k | 5.1k | 101.37 |
| 2021-09-30 | $346k | 3.4k | 101.76 |
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