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Vanguard Total World Stock Idx shares owned by Captrust Financial Advisors

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

Historical chart of Captrust Financial Advisors investment in Vanguard Total World Stock Idx

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All positions including Vanguard Total World Stock Idx held by Captrust Financial 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 Captrust Financial Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $4.6M 45k 102.88
2023-09-30 $4.2M 45k 93.18
2023-06-30 $3.6M 42k 86.53
2023-03-31 $3.3M 40k 81.76
2022-12-31 $2.9M 38k 75.97
2022-09-30 $2.3M 34k 68.37
2022-06-30 $2.4M 33k 73.57
2022-03-31 $3.0M 29k 101.30
2021-12-31 $2.5M 24k 107.44
2021-09-30 $2.4M 23k 101.83
2021-06-30 $2.2M 21k 103.60
2021-03-31 $2.1M 22k 97.29
2020-12-31 $2.2M 24k 92.56
2020-09-30 $1.8M 22k 81.27
2020-06-30 $1.8M 24k 75.30
2020-03-31 $2.1M 35k 60.03
2019-12-31 $3.6M 44k 81.82
2019-09-30 $11M 150k 74.82
2019-06-30 $297k 4.0k 75.19
2019-03-31 $252k 3.5k 73.04
2018-12-31 $226k 3.5k 65.51
2018-09-30 $274k 3.6k 76.11
2018-06-30 $249k 3.4k 73.24
2018-03-31 $235k 3.3k 72.04
2017-12-31 $232k 3.1k 74.12
2017-09-30 $224k 3.1k 71.13
2017-06-30 $173k 2.5k 67.87
2016-12-31 $474k 7.8k 60.94
2016-03-31 $146k 2.5k 57.71
2015-12-31 $146k 2.5k 57.71
2015-09-30 $140k 2.5k 55.34
2015-06-30 $7.0k 54 129.63
2015-03-31 $156k 2.5k 61.59
2014-12-31 $152k 2.5k 60.08
2014-06-30 $195k 3.1k 62.14
2013-09-30 $141k 2.5k 55.73
2013-06-30 $103k 2.0k 51.50
2013-03-31 $105k 2.0k 52.50
2012-12-31 $99k 2.0k 49.50

More positions owned by Captrust Financial Advisors

Ishares Core S&p 500 Etf Etf (IVV)
Apple Stock (AAPL)
Microsoft Corp Stock (MSFT)
Vanguard Value Etf (VTV)
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)
Ishares Ibonds Dec 2024 Term Treasury Etf Etf (IBTE)
Spdr S&p 500 Etf Trust Etf (SPY)
Vanguard S&p 500 Etf Etf (VOO)
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Technology Select Sector Spdr Fund Etf (XLK)
Amazon Stock (AMZN)
Ishares Ibonds Dec 2025 Term Treasury Etf Etf (IBTF)

View all positions for Captrust Financial Advisors

Top funds holding Vanguard Total World Stock Idx

Bank of America Corporation
UBS Group
Alliancebernstein
Royal Bank of Canada
Edgehill Endowment Partners
Rockefeller Capital Management
Partners Capital Investment Group
Wells Fargo & Company
Wind River Trust
Citigroup
Goldman Sachs Group
Allianz Asset Management
Evoke Wealth
Sageworth Trust Company
CI Private Wealth

View all funds holding Vanguard Total World Stock Idx