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Vanguard Total World Stock Idx shares owned by Optima Capital

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

Historical chart of Optima Capital 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 Optima Capital 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 Optima Capital

Quarter filed Position value Share count Share price at filing
2025-09-30 $515k 3.7k 137.82
2025-06-30 $479k 3.7k 128.52
2025-03-31 $429k 3.7k 115.93
2024-12-31 $433k 3.7k 117.48

More positions owned by Optima Capital

Doubleline Etf Trust Opportunistic Co (DBND)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
J P Morgan Exchange Traded F Income Etf (JPIE)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Wisdomtree Tr Wisdomtree Us Va (WTV)
Ishares Tr Core Msci Eafe (IEFA)
Cambria Etf Tr Global Value Etf (GVAL)
Wisdomtree Tr Floatng Rat Trea (USFR)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Bitwise Bitcoin Etf Tr Shs Ben Int (BITB)
Spdr Series Trust Portfolio Sh Tsr (SPTS)
Vanguard Specialized Funds Div App Etf (VIG)

View all positions for Optima Capital

Top funds holding Vanguard Total World Stock Idx

Rakuten Investment Management
Schroder Investment Management Group
Cambridge Associates
Morgan Stanley
Us Bancorp
Northern Trust
Royal Bank of Canada
Northwestern Mutual Wealth Management Company
Envestnet Portfolio Solutions
Brandywine Trust Company
Rockefeller Capital Management
Alliancebernstein
Lockheed Martin Investment Management Company
UBS Group
ARGI Investment Services

View all funds holding Vanguard Total World Stock Idx