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Vanguard Total World Stock Idx shares owned by Rochester Wealth Strategies

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

Historical chart of Rochester Wealth Strategies 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 Rochester Wealth Strategies 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 Rochester Wealth Strategies

Quarter filed Position value Share count Share price at filing
2026-06-30 $206k 1.3k 156.94

More positions owned by Rochester Wealth Strategies

Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Core S&p Mcp Etf (IJH)
Spdr Series Trust St Str Aggre Etf (SPAB)
Ishares Tr Core S&p Scp Etf (IJR)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Ultra Short Dur (ICSH)
Innovator Etfs Trust Defined Wlt Shld (BALT)
Ishares Gold Tr Ishares New (IAU)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Vanguard Bd Index Fds Long Term Bond (BLV)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Ishares Tr 0-3 Mth Treasury (SGOV)

View all positions for Rochester Wealth Strategies

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