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Vanguard Total World Stock Idx shares owned by M Wealth Management

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

Historical chart of M 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 M 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 M Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $362k 2.6k 137.77
2025-06-30 $339k 2.6k 128.51
2025-03-31 $318k 2.7k 115.94
2024-12-31 $373k 3.2k 117.48

More positions owned by M Wealth Management

Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Schwab Strategic Tr Us Tips Etf (SCHP)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Wisdomtree Tr Floatng Rat Trea (USFR)
Invesco Actvely Mngd Etc Optimum Yield (PDBC)
Ishares Gold Tr Shares Represent (IAUM)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Angel Oak Funds Trust Oak Ultrashort (UYLD)
American Centy Etf Tr Avantis All Eqt (AVGV)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Apple (AAPL)

View all positions for M Wealth Management

Top funds holding Vanguard Total World Stock Idx

Rakuten Investment Management
Schroder Investment Management Group
Cambridge Associates
Morgan Stanley
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

View all funds holding Vanguard Total World Stock Idx