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Vanguard Total World Stock Idx shares owned by Roger Wittlin Investment Advisory

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

Historical chart of Roger Wittlin Investment Advisory 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 Roger Wittlin Investment Advisory 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 Roger Wittlin Investment Advisory

Quarter filed Position value Share count Share price at filing
2024-09-30 $328k 2.7k 119.68
2024-06-30 $307k 2.7k 112.67

More positions owned by Roger Wittlin Investment Advisory

Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Ishares Tr Core S&p Ttl Stk (ITOT)
Pimco Etf Tr Sr Ln Active Etf (LONZ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Ser Tr SPDR S&P1500VL (VLU)
Pimco Etf Tr Active Bd Etf (BOND)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Index Fds Mid Cap Etf (VO)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Pimco Etf Tr Multisector Bd (PYLD)

View all positions for Roger Wittlin Investment Advisory

Top funds holding Vanguard Total World Stock Idx

Texas Treasury Safekeeping Trust Company
Cambridge Associates
Morgan Stanley
Bank of America Corporation
Partners Capital Investment Group
Alliancebernstein
Northwestern Mutual Wealth Management Company
Nepc
Royal Bank of Canada
Brandywine Trust Company
Rockefeller Capital Management
Edgehill Endowment Partners
Schroder Investment Management Group
Angeles Wealth Management
Northern Trust

View all funds holding Vanguard Total World Stock Idx