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Comprehensive Wealth Management »

Vanguard Total World Stock Idx shares owned by Comprehensive Wealth Management

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

Historical chart of Comprehensive 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 Comprehensive 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 Comprehensive Wealth Management

Quarter filed	Position value	Share count	Share price at filing
2025-09-30	$4.1M	30k	137.80
2025-06-30	$2.7M	21k	128.52

More positions owned by Comprehensive Wealth Management

First Tr Exchange-traded Lng Dur Oprtun (LGOV)

American Centy Etf Tr Diversifid Crp (KORP)

Select Sector Spdr Tr Technology (XLK)

Guinness Atkinson Fds Smartetfs Asia (ADIV)

Spdr Series Trust Portfli Intrmdit (SPTI)

First Tr Exchange Traded Rba Indl Etf (AIRR)

Spdr Index Shs Fds S&p Em Mkt Div (EDIV)

Vanguard Intl Equity Index F Tt Wrld St Etf (VT)

Select Sector Spdr Tr Financial (XLF)

Ishares Tr Core Intl Aggr (IAGG)

Ishares Tr Msci Eafe Smcp (HSCZ)

Flexshares Tr Cr Scored Long (LKOR)

Microsoft Corporation (MSFT)

Invesco Exchange Traded Fd T S&p500 Eql Ind (RSPN)

Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)

View all positions for Comprehensive Wealth Management

Top funds holding Vanguard Total World Stock Idx

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Envestnet Portfolio Solutions

Brandywine Trust Company

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Alliancebernstein

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UBS Group

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View all funds holding Vanguard Total World Stock Idx

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