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Vanguard Total World Stock Idx shares owned by Financial Plan

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

Historical chart of Financial Plan 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 Financial Plan 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 Financial Plan

Quarter filed Position value Share count Share price at filing
2025-12-31 $4.0M 28k 141.06

More positions owned by Financial Plan

American Centy Etf Tr Us Eqt Etf (AVUS)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Ultrashort Fixed (DUSB)
Dimensional Etf Trust Short Duration F (DFSD)
American Centy Etf Tr Avantis Emgmkt (AVEM)
American Centy Etf Tr Avantis Shfxdinc (AVSF)
Vanguard Malvern Fds Strm Infproidx (VTIP)
American Centy Etf Tr Real Estate Etf (AVRE)
Dimensional Etf Trust World Ex Us Core (DFAX)
Spdr Series Trust State Street Spd (SPMB)
Dimensional Etf Trust Global Real Est (DFGR)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Core Fixed Incom (DFCF)

View all positions for Financial Plan

Top funds holding Vanguard Total World Stock Idx

Rakuten Investment Management
Schroder Investment Management Group
Cambridge Associates
Us Bancorp
Northern Trust
Royal Bank of Canada
Northwestern Mutual Wealth Management Company
Envestnet Portfolio Solutions
Brandywine Trust Company
Rockefeller Capital Management
Alliancebernstein
Lockheed Martin Investment Management Company
UBS Group
ARGI Investment Services
Envestnet Asset Management

View all funds holding Vanguard Total World Stock Idx