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Vanguard Total World Stock Idx shares owned by Herold Advisors

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

Historical chart of Herold Advisors 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 Herold Advisors 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 Herold Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $610k 5.1k 119.71
2024-06-30 $572k 5.1k 112.64
2024-03-31 $558k 5.0k 110.51

More positions owned by Herold Advisors

Apple (AAPL)
Microsoft Corporation (MSFT)
American Centy Etf Tr Us Eqt Etf (AVUS)
NVIDIA Corporation (NVDA)
Eli Lilly & Co. (LLY)
Mastercard Incorporated Cl A (MA)
Abbvie (ABBV)
Visa Com Cl A (V)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
JPMorgan Chase & Co. (JPM)
Wal-Mart Stores (WMT)
Meta Platforms Cl A (META)
Etf Ser Solutions Distillate Us (DSTL)
American Centy Etf Tr Avantis Core Fi (AVIG)

View all positions for Herold Advisors

Top funds holding Vanguard Total World Stock Idx

Texas Treasury Safekeeping Trust Company
Cambridge Associates
Morgan Stanley
Bank of America Corporation
Partners Capital Investment Group
Alliancebernstein
Northwestern Mutual Wealth Management Company
Nepc
Royal Bank of Canada
Brandywine Trust Company
Rockefeller Capital Management
Edgehill Endowment Partners
Schroder Investment Management Group
Angeles Wealth Management
Northern Trust

View all funds holding Vanguard Total World Stock Idx