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Vanguard Total World Stock Idx shares owned by Concurrent Investment Advisors

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

Historical chart of Concurrent 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 Concurrent 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 Concurrent Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.9M 41k 119.70
2024-06-30 $4.5M 40k 112.63
2024-03-31 $2.9M 26k 110.50

More positions owned by Concurrent Investment Advisors

Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p 500 Etf Tr Tr Unit Call Option (SPY)
Microsoft Corporation Call Option (MSFT)
NVIDIA Corporation (NVDA)
Invesco Qqq Tr Unit Ser 1 Put Option (QQQ)
Amazon (AMZN)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr 20 Yr Tr Bd Etf Call Option (TLT)
Vanguard Index Fds Value Etf (VTV)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core Us Aggbd Et (AGG)
First Tr Exchange-traded Dorsey Wrt 5 Etf (FV)

View all positions for Concurrent Investment Advisors

Top funds holding Vanguard Total World Stock Idx

Texas Treasury Safekeeping Trust Company
Cambridge Associates
Morgan Stanley
Bank of America Corporation
Partners Capital Investment Group
Alliancebernstein
Northwestern Mutual Wealth Management Company
Nepc
Royal Bank of Canada
Brandywine Trust Company
Rockefeller Capital Management
Edgehill Endowment Partners
Schroder Investment Management Group
Angeles Wealth Management
Northern Trust

View all funds holding Vanguard Total World Stock Idx