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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

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Total World Stock Idx held by Bernzott Capital Advisors 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 Bernzott Capital Advisors

Quarter filed Position value Share count Share price at filing
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