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Vanguard Total World Stock Idx shares owned by Phillips Wealth Planners

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

Historical chart of Phillips Wealth Planners 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 Phillips Wealth Planners 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 Phillips Wealth Planners

Quarter filed Position value Share count Share price at filing
2025-12-31 $956k 6.6k 144.12
2024-12-31 $1.2M 10k 116.16
2023-12-31 $741k 7.3k 101.54

More positions owned by Phillips Wealth Planners

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Microsoft Corporation (MSFT)
Wal-Mart Stores (WMT)
JPMorgan Chase & Co. (JPM)
Broadcom (AVGO)
Alphabet Cap Stk Cl A (GOOGL)
Select Sector Spdr Tr State Street Tec (XLK)
TJX Companies (TJX)
Raytheon Technologies Corp (RTX)
Select Sector Spdr Tr State Street Fin (XLF)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Williams Companies (WMB)
Home Depot (HD)
Apple (AAPL)

View all positions for Phillips Wealth Planners

Top funds holding Vanguard Total World Stock Idx

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

View all funds holding Vanguard Total World Stock Idx