GEN Financial Management »

Vanguard Total World Stock Idx shares owned by GEN Financial Management

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

Historical chart of GEN Financial Management 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 GEN Financial Management 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 GEN Financial Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.0M 7.4k 137.79
2025-06-30 $1.1M 8.8k 128.53
2025-03-31 $1.1M 9.7k 115.95
2024-12-31 $1.1M 9.4k 117.48

More positions owned by GEN Financial Management

Vanguard Specialized Funds Div App Etf (VIG)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Spdr Series Trust S&P 600 SMCP GRW (SLYG)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Admiral Fds 500 Grth Idx F (VOOG)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Vanguard Bd Index Fds Vanguard Ultra (VUSB)
Spdr Series Trust S&P 400 MDCP GRW (MDYG)
Dimensional Etf Trust Intl Small Cap E (DFIS)
Dimensional Etf Trust Intl Core Equity (DFIC)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for GEN Financial Management

Top funds holding Vanguard Total World Stock Idx

Rakuten Investment Management
Schroder Investment Management Group
Cambridge Associates
Morgan Stanley
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

View all funds holding Vanguard Total World Stock Idx