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Vanguard Total World Stock Idx shares owned by New England Private Wealth Advisors

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

Historical chart of New England Private 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 New England Private 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 New England Private Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $285k 2.4k 119.71
2024-03-31 $261k 2.4k 110.28
2023-12-31 $243k 2.4k 102.92
2023-09-30 $219k 2.3k 93.30
2023-06-30 $203k 2.1k 97.09
2022-06-30 $293k 2.9k 102.16
2022-03-31 $293k 2.9k 102.13
2021-03-31 $4.2M 43k 97.26
2020-12-31 $4.0M 43k 92.58
2020-09-30 $3.4M 43k 80.58
2020-06-30 $3.4M 45k 74.82
2020-03-31 $2.8M 45k 62.74
2019-12-31 $3.6M 44k 81.00
2019-09-30 $3.6M 48k 74.82
2019-06-30 $3.5M 47k 75.17
2019-03-31 $3.2M 44k 73.17
2018-12-31 $3.1M 47k 65.47
2018-09-30 $3.9M 51k 75.82
2018-06-30 $3.3M 44k 73.36
2018-03-31 $3.0M 41k 73.60
2017-12-31 $3.1M 41k 74.25
2017-09-30 $2.8M 39k 70.70
2017-06-30 $3.3M 48k 67.51
2017-03-31 $3.1M 48k 65.22
2016-12-31 $2.9M 48k 61.00
2016-09-30 $2.9M 48k 60.84
2016-06-30 $2.8M 48k 58.04
2016-03-31 $2.7M 47k 57.69
2015-12-31 $2.7M 47k 57.63
2015-09-30 $2.5M 46k 55.32
2015-06-30 $2.8M 46k 61.51
2015-03-31 $1.5M 24k 61.59
2014-12-31 $1.2M 20k 60.12
2014-09-30 $1.2M 20k 60.40
2014-06-30 $1.2M 20k 62.20
2014-03-31 $1.2M 20k 59.69
2013-12-31 $1.2M 20k 59.37
2013-09-30 $1.2M 22k 55.52

More positions owned by New England Private Wealth Advisors

Vanguard Specialized Funds Div App Etf (VIG)
First Tr Value Line Divid In SHS (FVD)
Vanguard Index Fds Total Stk Mkt (VTI)
Broadstone Net Lease (BNL)
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Vanguard Index Fds Extend Mkt Etf (VXF)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Exponential Tech (XT)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Ishares Tr Rus 1000 Etf (IWB)
First Tr Exchange-traded Nasd Tech Div (TDIV)
Vanguard World Health Car Etf (VHT)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)

View all positions for New England Private Wealth Advisors

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
Nepc
Royal Bank of Canada
Brandywine Trust Company
Rockefeller Capital Management
Edgehill Endowment Partners
Schroder Investment Management Group
Angeles Wealth Management
Northern Trust

View all funds holding Vanguard Total World Stock Idx