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Vanguard Total World Stock Idx shares owned by Coastal Investment Advisors

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

Historical chart of Coastal Investment 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 Coastal Investment 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 Coastal Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $378k 2.7k 137.80
2025-06-30 $230k 1.8k 128.52
2025-03-31 $110k 950 115.95
2024-12-31 $124k 1.1k 118.45
2024-06-30 $85k 750 112.63
2024-03-31 $83k 750 110.50
2023-09-30 $73k 750 96.98
2023-06-30 $73k 750 96.98
2022-12-31 $65k 750 86.19
2022-09-30 $59k 750 78.67