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Vanguard Total World Stock Idx shares owned by Roehl & Yi Investment Advisors

Quarter-by-quarter ownership of Vanguard Total World Stock Idx (VT) shares owned by Roehl & Yi Investment Advisors from 13F filings

Historical chart of Roehl & Yi Investment 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 Roehl & Yi Investment 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 Roehl & Yi Investment Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.4M 10k 138.33
2025-09-30 $1.4M 9.9k 137.80
2025-06-30 $1.2M 9.6k 128.53
2025-03-31 $1.0M 8.8k 115.95
2024-12-31 $1.0M 8.7k 117.48

More positions owned by Roehl & Yi Investment Advisors

Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Vanguard Instl Index 0-3 Mo Treas Bil (VBIL)
Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Gold Tr Ishares New (IAU)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Flexshares Tr Mornstar Upstr (GUNR)
Vanguard Malvern Fds Core-plus Bd Etf (VPLS)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p Scp Etf (IJR)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Msci Usa Min Vol (USMV)
Exxon Mobil Corporation (XOM)
Advisors Ser Tr Scharf Etf (KAT)

View all positions for Roehl & Yi Investment Advisors

Top funds holding Vanguard Total World Stock Idx

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

View all funds holding Vanguard Total World Stock Idx