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Vanguard Total World Stock Idx shares owned by Holistic Planning

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

Historical chart of Holistic Planning 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 Holistic Planning 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 Holistic Planning

Quarter filed Position value Share count Share price at filing
2026-06-30 $355k 2.3k 156.97

More positions owned by Holistic Planning

Ea Series Trust Strive 500 Etf (STXF)
Wisdomtree Tr Floatng Rat Trea (USFR)
Ea Series Trust Strive Enhanced (BUXX)
First Tr Exchange-traded First Tr Enh New (FTSM)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
American Centy Etf Tr Avantis Us Larg (AVLC)
Ea Series Trust Stri 1000 Va Etf (STXV)
Ea Series Trust Strive 1000 Grwt (STXG)
First Tr Exchange-traded Vest Laddered (ACYN)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Govt Mone Ma Etf (SGVT)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Apple (AAPL)

View all positions for Holistic Planning

Top funds holding Vanguard Total World Stock Idx

Rakuten Investment Management
Cambridge Associates
Morgan Stanley
Bank of America Corporation
UBS Group
Schroder Investment Management Group
Royal Bank of Canada
Northern Trust
Northwestern Mutual Wealth Management Company
Brandywine Trust Company
Envestnet Asset Management
Jane Street
Angeles Wealth Management
Alliancebernstein
SCS Capital Management

View all funds holding Vanguard Total World Stock Idx