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Vanguard Total World Stock Idx shares owned by Heritage Financial Services

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

Historical chart of Heritage Financial Services investment in Vanguard Total World Stock Idx

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All positions including Vanguard Total World Stock Idx held by Heritage Financial Services 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 Heritage Financial Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $242k 1.8k 137.82
2025-06-30 $227k 1.8k 128.50
2022-06-30 $42k 500 84.00

More positions owned by Heritage Financial Services

Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Ishares Tr Core Msci Intl (IDEV)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
J P Morgan Exchange Traded F Income Etf (JPIE)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Ishares Tr Cre U S Reit Etf (USRT)
Ishares Tr Core S&p Ttl Stk (ITOT)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Dimensional Etf Trust Us Sustainabilty (DFSU)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Apple (AAPL)
Ishares Tr Core Us Aggbd Et (AGG)
NVIDIA Corporation (NVDA)
Dimensional Etf Trust International (DFSI)
Microsoft Corporation (MSFT)

View all positions for Heritage Financial Services

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