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Vanguard Total World Stock Idx shares owned by Connecticut Wealth Management

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

Historical chart of Connecticut 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 Connecticut 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 Connecticut Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $201k 1.7k 119.70

More positions owned by Connecticut Wealth Management

Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Index Fds Small Cp Etf (VOT)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Ishares Core Msci Emkt (IEMG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
Ishares Tr Cohen Steer Reit (ICF)

View all positions for Connecticut Wealth 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