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Vanguard Total World Stock Idx shares owned by BFC Planning

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

Historical chart of BFC 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 BFC 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 BFC Planning

Quarter filed Position value Share count Share price at filing
2026-06-30 $8.7M 55k 156.95
2026-03-31 $2.9M 21k 138.32
2025-12-31 $410k 2.9k 141.05
2025-09-30 $400k 2.9k 137.83
2025-06-30 $357k 2.8k 128.52
2025-03-31 $316k 2.7k 115.92
2024-12-31 $320k 2.7k 117.44

More positions owned by BFC Planning

NVIDIA Corporation (NVDA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl A (GOOGL)
Micron Technology (MU)
Select Sector Spdr Tr St Str Techn Etf (XLK)
Taiwan Semiconductor Manufac Sponsored Ads (TSM)
Amazon (AMZN)
Alphabet Cap Stk Cl C (GOOG)
Ishares Tr Russell 2000 Etf (IWM)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Series Trust ST STR PR SP1500 (SPTM)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)

View all positions for BFC Planning

Top funds holding Vanguard Total World Stock Idx

Rakuten Investment Management
Cambridge Associates
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
Angeles Wealth Management
Jane Street
Alliancebernstein
SCS Capital Management
Global Endowment Management

View all funds holding Vanguard Total World Stock Idx