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Vanguard Total World Stock Idx shares owned by Independence Advisors

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

Historical chart of Independence 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 Independence 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 Independence Advisors

Quarter filed Position value Share count Share price at filing
2020-09-30 $313k 3.9k 80.59
2020-06-30 $301k 4.0k 74.84
2020-03-31 $156k 2.5k 62.95
2019-12-31 $303k 3.7k 81.10
2018-09-30 $204k 2.7k 75.75
2017-09-30 $205k 2.9k 70.86
2017-03-31 $200k 3.1k 65.30
2016-09-30 $209k 3.4k 60.77

More positions owned by Independence Advisors

Vanguard Index Fds Value Etf (VTV)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Bd Index Fds Intermed Term (BIV)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Rus 1000 Val Etf (IWD)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Shrt Nat Mun Etf (SUB)
Ishares Tr National Mun Etf (MUB)
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Apple (AAPL)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)

View all positions for Independence Advisors

Top funds holding Vanguard Total World Stock Idx

Bank of America Corporation
Edgehill Endowment Partners
UBS Group
Alliancebernstein
Royal Bank of Canada
Rockefeller Capital Management
Angeles Wealth Management
Partners Capital Investment Group
Wells Fargo & Company
LPL Financial
Wind River Trust
Goldman Sachs Group
Allianz Asset Management
Evoke Wealth
Sageworth Trust Company

View all funds holding Vanguard Total World Stock Idx