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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
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)
Broadstone Net Lease (BNL)
Vanguard Index Fds Total Stk Mkt (VTI)
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Ishares Tr Exponential Tech (XT)
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG)
Vanguard Index Fds Extend Mkt Etf (VXF)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Rus 1000 Etf (IWB)
Vanguard World Fds Health Car Etf (VHT)
First Tr Nas100 Eq Weighted SHS (QQEW)

View all positions for New England Private Wealth 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