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Vanguard Total World Stock Idx shares owned by Optivise Advisory Services

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

Historical chart of Optivise Advisory Services 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 Optivise Advisory Services 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 Optivise Advisory Services

Quarter filed Position value Share count Share price at filing
2026-06-30 $4.9M 31k 156.95

More positions owned by Optivise Advisory Services

Northern Lts Fd Tr Iii Hcm Defnd 100 (QQH)
Ishares Tr TRS FLT RT BD (TFLO)
Northern Lts Fd Tr Iii Hcm Defen 500 (LGH)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust St Str Conv Etf (CWB)
Ishares U S Etf Tr Shor Dura Bd Etf (NEAR)
First Tr Exchng Traded Fd Vi Ft Ladd Buff Etf (BUFR)
NVIDIA Corporation (NVDA)
Blackrock Etf Trust Isha La Core Etf (BLCR)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
Microsoft Corporation (MSFT)

View all positions for Optivise Advisory Services

Top funds holding Vanguard Total World Stock Idx

Rakuten Investment Management
Cambridge Associates
Morgan Stanley
Bank of America Corporation
UBS Group
Schroder Investment Management Group
Royal Bank of Canada
Northern Trust
Northwestern Mutual Wealth Management Company
Brandywine Trust Company
Envestnet Asset Management
Jane Street
Angeles Wealth Management
Alliancebernstein
SCS Capital Management

View all funds holding Vanguard Total World Stock Idx