Financial Symmetry »

Vanguard Total World Stock Idx shares owned by Financial Symmetry

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

Historical chart of Financial Symmetry 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 Symmetry 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 Financial Symmetry

Quarter filed Position value Share count Share price at filing
2024-03-31 $8.0M 72k 110.50
2023-12-31 $7.7M 75k 102.88

More positions owned by Financial Symmetry

Dimensional Etf Trust (DFAC)
Dimensional Etf Trust (DFAX)
Vanguard Total World Stock Idx (VT)
Dimensional Etf Trust (DFEM)
American Centy Etf Tr Us Eqt Etf (AVUS)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Dimensional International Small Cap Value ETF (DISV)
American Centy Etf Tr avantis emgmkt (AVEM)
Dimensional International Core Equity 2 ETF (DFIC)
Dimensional Etf Trust (DFSV)
Dimensional Etf Trust (DFAE)
Apple (AAPL)
Dimensional Etf Trust (DFAI)
Vanguard Star Fd Intl Stk Idxf (VXUS)
Vanguard Total Stock Market ETF (VTI)

View all positions for Financial Symmetry

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