Dougherty Wealth Advisers »

Vanguard Total World Stock Idx shares owned by Dougherty Wealth Advisers

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

Historical chart of Dougherty Wealth Advisers 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 Dougherty Wealth Advisers consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Vanguard Total World Stock Idx by Dougherty Wealth Advisers

Quarter filed Position value Share count Share price at filing
2026-03-31 $4.7k 34 138.32

More positions owned by Dougherty Wealth Advisers

Vanguard Value Etf Etf (VTV)
Vanguard Growth Etf Etf (VUG)
Vanguard Mid-cap Value Etf Etf (VOE)
Vanguard S&p Small-cap 600 Growth Etf Etf (VIOG)
Vanguard Ftse Emerging Markets Etf Etf (VWO)
Fidelity Enhanced International Etf Etf (FENI)
Apple Stock (AAPL)
Invesco Qqq Trust Series I Etf (QQQ)
Ishares Core S&p Small Cap Etf Etf (IJR)
Ishares S&p 100 Etf Etf (OEF)
Microsoft Corp Stock (MSFT)
Alphabet Inc Cap Stk Cl C Stock (GOOG)
Jpmorgan Chase & Co Stock (JPM)
Vanguard High Dividend Yield Index Etf Etf (VYM)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)

View all positions for Dougherty Wealth Advisers

Top funds holding Vanguard Total World Stock Idx

Rakuten Investment Management
Morgan Stanley
Cambridge Associates
Bank of America Corporation
UBS Group
Us Bancorp
Envestnet Asset Management
Schroder Investment Management Group
Jane Street
Northern Trust
Northwestern Mutual Wealth Management Company
Royal Bank of Canada
Brandywine Trust Company
Alliancebernstein
Angeles Wealth Management

View all funds holding Vanguard Total World Stock Idx