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Vanguard Total World Stock Idx shares owned by Cassady Schiller Wealth Management

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

Historical chart of Cassady Schiller Wealth Management 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 Cassady Schiller Wealth 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 Cassady Schiller Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $19k 189 102.63
2023-09-30 $16k 172 92.93
2023-06-30 $15k 157 96.72
2023-03-31 $23k 245 92.26
2022-12-31 $6.8k 79 85.72
2021-12-31 $67k 621 107.89

More positions owned by Cassady Schiller Wealth Management

Vanguard Value ETF Etf (VTV)
Vanguard S&P 500 Etf Etf (VOO)
Procter & Gamble Company (PG)
Vanguard Growth Etf Etf (VUG)
iShares Short Maturity Bond ETF Etf (NEAR)
Vanguard Mid-Cap Value ETF (VOE)
Dimensional Etf Trust (DFAC)
Schwab U S Broad Market ETF (SCHB)
Apple (AAPL)
U.S. Bancorp (USB)
iShares Russell 3000 Index (IWV)
Cintas Corporation (CTAS)
Vanguard Mid-Cap Growth ETF (VOT)
iShares S&P 500 Index (IVV)
Microsoft Corporation (MSFT)

View all positions for Cassady Schiller Wealth Management

Top funds holding Vanguard Total World Stock Idx

Bank of America Corporation
UBS Group
Alliancebernstein
Royal Bank of Canada
Edgehill Endowment Partners
Rockefeller Capital Management
Partners Capital Investment Group
Wells Fargo & Company
Wind River Trust
Citigroup
Goldman Sachs Group
Allianz Asset Management
Evoke Wealth
Sageworth Trust Company
CI Private Wealth

View all funds holding Vanguard Total World Stock Idx