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Vanguard Total World Stock Idx shares owned by MAI Wealth Advisors

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

Historical chart of MAI 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 MAI 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 MAI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $85M 541k 156.95
2026-03-31 $5.1M 37k 138.32
2025-12-31 $5.7M 41k 141.06
2025-09-30 $5.2M 38k 137.80
2025-06-30 $4.9M 38k 128.52
2025-03-31 $4.4M 38k 115.95
2024-12-31 $4.5M 39k 117.48
2024-09-30 $4.6M 38k 119.70
2024-06-30 $4.4M 39k 112.63
2024-03-31 $4.4M 40k 110.50