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Vanguard Total World Stock Idx shares owned by EverSource Wealth Advisors

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

Historical chart of EverSource Wealth 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 EverSource Wealth 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 EverSource Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $3.2M 31k 102.88
2023-09-30 $2.7M 29k 93.18
2023-06-30 $3.5M 37k 96.98
2023-03-31 $2.9M 31k 92.09
2022-12-31 $2.4M 28k 86.19
2022-09-30 $1.4M 18k 78.89
2022-06-30 $1.5M 17k 85.31
2022-03-31 $1.7M 17k 101.31
2021-12-31 $1.7M 16k 107.44

More positions owned by EverSource Wealth Advisors

Vanguard Ftse Developed Markets Etf Etf (VEA)
Vanguard Growth Etf Etf (VUG)
Vanguard Value Etf Etf (VTV)
Apple Stock (AAPL)
iShares Gold Trust ETF Etf (IAU)
Vanguard Short-term Corporate Bond Etf Etf (VCSH)
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)
Vanguard Dividend Appreciation Etf Etf (VIG)
Vanguard Health Care Etf Etf (VHT)
Microsoft Corp Stock (MSFT)
Vanguard S&p 500 Etf Etf (VOO)
Vanguard Total Stock Market Etf Etf (VTI)
Vanguard Ftse Emerging Markets Etf Etf (VWO)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Sovereigns Capital Flourish Fund Etf (SOVF)

View all positions for EverSource Wealth Advisors

Top funds holding Vanguard Total World Stock Idx

Bank of America Corporation
UBS Group
Alliancebernstein
Royal Bank of Canada
Edgehill Endowment Partners
Rockefeller Capital Management
Partners Capital Investment Group
Wells Fargo & Company
Wind River Trust
Citigroup
Goldman Sachs Group
Allianz Asset Management
Evoke Wealth
Sageworth Trust Company
CI Private Wealth

View all funds holding Vanguard Total World Stock Idx