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Vanguard Total World Stock Idx shares owned by Lantern Wealth Advisors

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

Historical chart of Lantern Wealth 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 Lantern Wealth 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 Lantern Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $603k 5.1k 117.48
2024-09-30 $610k 5.1k 119.71
2024-06-30 $572k 5.1k 112.64
2024-03-31 $558k 5.0k 110.49

More positions owned by Lantern Wealth Advisors

Apple (AAPL)
American Centy Etf Tr Us Eqt Etf (AVUS)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Blackstone Group Inc Com Cl A (BX)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Amazon (AMZN)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Iboxx Inv Cp Etf (LQD)
JPMorgan Chase & Co. (JPM)
Ishares Tr Core Div Grwth (DGRO)
Charles Schwab Corporation (SCHW)
Alphabet Cap Stk Cl A (GOOGL)
Dimensional Etf Trust World Ex Us Core (DFAX)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Lantern Wealth Advisors

Top funds holding Vanguard Total World Stock Idx

Texas Treasury Safekeeping Trust Company
Cambridge Associates
Morgan Stanley
Bank of America Corporation
Rockefeller Capital Management
Us Bancorp
Northwestern Mutual Wealth Management Company
Brandywine Trust Company
Royal Bank of Canada
Nepc
UBS Group
Alliancebernstein
Schroder Investment Management Group
Partners Capital Investment Group
Susquehanna International

View all funds holding Vanguard Total World Stock Idx