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Vanguard Total World Stock Idx shares owned by BOS Asset Management

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

Historical chart of BOS Asset Management investment in Vanguard Total World Stock Idx

Jan 2023Apr 2023Jul 2023Oct 2023Jan 2024Apr 2024Jul 2024Oct 2024Jan 2025250k300k350k400k450k250030003500
Value ($)Share countHistorical VT position of BOS Asset Management Source: stockzoa.comValue ($)Share count

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All positions including Vanguard Total World Stock Idx held by BOS Asset Management 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 BOS Asset Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $433k 3.7k 117.48
2024-09-30 $345k 2.9k 119.70
2024-06-30 $325k 2.9k 112.63
2024-03-31 $319k 2.9k 110.50
2023-12-31 $278k 2.7k 102.88
2023-09-30 $251k 2.7k 93.18
2023-06-30 $262k 2.7k 96.98
2023-03-31 $233k 2.5k 92.09
2022-12-31 $219k 2.5k 86.19

More positions owned by BOS Asset Management

Ab Active Etfs Ultra Short Incm (YEAR)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p Us Gwt (IUSG)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Apple (AAPL)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Invesco Exch Traded Fd Tr Ii S&p Intl Qulty (IDHQ)
NVIDIA Corporation (NVDA)
Ishares Tr Pfd And Incm Sec (PFF)
Ishares Tr Core S&p500 Etf (IVV)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Eli Lilly & Co. (LLY)
Invesco Actively Managed Exc Total Return (GTO)

View all positions for BOS Asset Management

Top funds holding Vanguard Total World Stock Idx

Texas Treasury Safekeeping Trust Company
Cambridge Associates
Morgan Stanley
Bank of America Corporation
Rockefeller Capital Management
Us Bancorp
Northwestern Mutual Wealth Management Company
Brandywine Trust Company
Royal Bank of Canada
Nepc
UBS Group
Alliancebernstein
Schroder Investment Management Group
Partners Capital Investment Group
Susquehanna International

View all funds holding Vanguard Total World Stock Idx