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Vanguard Total World Stock Idx shares owned by JP Wealth Management

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

Historical chart of JP Wealth 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 JP Wealth Management 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 JP Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $315k 2.2k 141.06
2025-09-30 $307k 2.2k 137.80
2025-06-30 $287k 2.2k 128.52
2025-03-31 $259k 2.2k 115.95

More positions owned by JP Wealth Management

DFA U S Core Equity 2 Us Core Equity 2 (DFAC)
Nasdaq 100 Nasdaq 100 Etf (QQQM)
Boulder Growth & Income Fund (STEW)
TCW Strategic Income Fund (TSI)
Sprott Physical Gold Etv Unit (PHYS)
Nasdaq 100 Unit Ser 1 (QQQ)
Vaneck Etf Trust Digi Transfrm (DAPP)
Russell 1000 Growth i-share Rus 1000 Grw Etf (IWF)
Russell 1000 Value i-share Rus 1000 Val Etf (IWD)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)
Vguard Value index Value Etf (VTV)
Russell Midcap Value i-share Rus Mdcp Val Etf (IWS)
Vguard Total World Tt Wrld St Etf (VT)
S&P 500 SPDR Tr Unit (SPY)
Ishares Tr Rus 2000 Grw Etf (IWO)

View all positions for JP Wealth Management

Top funds holding Vanguard Total World Stock Idx

Rakuten Investment Management
Schroder Investment Management Group
Cambridge Associates
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
Envestnet Asset Management

View all funds holding Vanguard Total World Stock Idx