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Vanguard Total World Stock Idx shares owned by Family Firm

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

Historical chart of Family Firm investment in Vanguard Total World Stock Idx

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All positions including Vanguard Total World Stock Idx held by Family Firm 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 Family Firm

Quarter filed Position value Share count Share price at filing
2024-03-31 $485k 4.4k 110.49
2023-12-31 $417k 4.1k 102.88
2023-09-30 $395k 4.2k 93.17
2023-06-30 $577k 5.9k 96.98
2023-03-31 $545k 5.9k 92.09
2022-12-31 $515k 6.0k 86.20
2022-09-30 $449k 5.7k 78.91
2022-06-30 $674k 6.3k 107.39
2022-03-31 $674k 6.3k 107.39
2021-12-31 $674k 6.3k 107.39
2021-09-30 $666k 6.2k 106.66
2021-06-30 $641k 6.2k 103.65
2021-03-31 $605k 6.2k 97.35
2020-12-31 $762k 8.1k 94.30
2020-09-30 $566k 7.0k 80.59
2020-06-30 $512k 6.8k 74.77
2020-03-31 $589k 9.4k 62.82
2019-12-31 $758k 9.4k 81.00
2019-09-30 $697k 9.3k 74.78
2019-06-30 $707k 9.4k 75.17
2019-03-31 $676k 9.2k 73.21
2018-12-31 $588k 9.0k 65.49
2018-09-30 $655k 8.6k 75.88
2018-06-30 $634k 8.6k 73.40
2018-03-31 $633k 8.6k 73.68
2017-12-31 $638k 8.6k 74.26
2017-09-30 $608k 8.6k 70.71
2017-06-30 $537k 8.0k 67.51
2017-03-31 $518k 7.9k 65.24
2016-12-31 $489k 8.0k 61.05
2016-09-30 $486k 8.0k 60.87
2016-06-30 $465k 8.0k 58.10
2016-03-31 $466k 8.1k 57.71
2015-12-31 $468k 8.1k 57.63
2015-09-30 $652k 12k 55.27
2015-06-30 $725k 12k 61.50

More positions owned by Family Firm

Ishares Russell 3000 Etf Etf (IWV)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Vanguard Total Bond Market Etf Etf (BND)
Ishares 0-5 Year Tips Bond Etf Etf (STIP)
Ishares Core S&p 500 Etf Etf (IVV)
Ishares North American Natural Resources Etf Etf (IGE)
Ishares Tips Bond Etf Etf (TIP)
Vanguard Russell 3000 Etf Etf (VTHR)
Ishares S&p Small-cap 600 Value Etf Etf (IJS)
Vaneck Ig Floating Rate Etf Etf (FLTR)
Schwab U.s. Broad Market Etf Etf (SCHB)
Apple Stock (AAPL)
Ishares International Treasury Bond Etf Etf (IGOV)
Vanguard Real Estate Etf Etf (VNQ)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)

View all positions for Family Firm

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