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Vanguard Total World Stock Idx shares owned by Mission Wealth Management

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

Historical chart of Mission 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 Mission 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 Mission Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.2M 9.7k 119.70
2024-06-30 $1.0M 9.1k 112.63
2024-03-31 $1.5M 13k 110.51
2023-12-31 $771k 7.5k 102.88
2023-09-30 $684k 7.3k 93.18
2023-06-30 $696k 7.2k 96.98
2023-03-31 $661k 7.2k 92.09
2022-12-31 $618k 7.2k 86.19
2022-09-30 $553k 7.0k 78.86
2022-06-30 $514k 6.0k 85.38
2022-03-31 $604k 6.0k 101.21
2021-12-31 $641k 6.0k 107.41
2021-09-30 $638k 6.3k 101.85
2021-06-30 $649k 6.3k 103.61
2021-03-31 $619k 6.4k 97.22
2020-12-31 $576k 6.2k 92.57
2020-09-30 $495k 6.1k 80.58
2020-06-30 $482k 6.4k 74.81
2020-03-31 $386k 6.1k 62.84
2019-12-31 $496k 6.1k 80.94
2019-09-30 $451k 6.0k 74.85
2019-06-30 $463k 6.2k 75.24
2019-03-31 $448k 6.1k 73.10
2018-12-31 $370k 5.7k 65.44
2018-09-30 $429k 5.7k 75.88
2018-06-30 $415k 5.7k 73.40
2018-03-31 $416k 5.7k 73.58
2017-12-31 $397k 5.3k 74.29
2017-09-30 $378k 5.3k 70.73
2017-06-30 $361k 5.3k 67.55
2017-03-31 $349k 5.3k 65.31
2016-12-31 $326k 5.3k 61.00
2016-09-30 $325k 5.3k 60.82
2016-06-30 $310k 5.3k 58.01
2016-03-31 $308k 5.3k 57.63

More positions owned by Mission Wealth Management

Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Apple (AAPL)
Microsoft Corporation (MSFT)
Spdr Ser Tr Portfolio Intrmd (SPIB)
Vanguard Index Fds Total Stk Mkt (VTI)
NVIDIA Corporation (NVDA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Wisdomtree Tr Floatng Rat Trea (USFR)
Ishares Tr Msci Usa Esg Slc (SUSA)
The Trade Desk Com Cl A (TTD)
Amazon (AMZN)

View all positions for Mission Wealth Management

Top funds holding Vanguard Total World Stock Idx

Texas Treasury Safekeeping Trust Company
Cambridge Associates
Morgan Stanley
Bank of America Corporation
Partners Capital Investment Group
Alliancebernstein
Northwestern Mutual Wealth Management Company
Royal Bank of Canada
Brandywine Trust Company
Rockefeller Capital Management
Edgehill Endowment Partners
Schroder Investment Management Group
Nepc
Angeles Wealth Management
Northern Trust

View all funds holding Vanguard Total World Stock Idx