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Vanguard Total World Stock Idx shares owned by Swp Financial

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

Historical chart of Swp Financial investment in Vanguard Total World Stock Idx

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All positions including Vanguard Total World Stock Idx held by Swp Financial 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 Swp Financial

Quarter filed Position value Share count Share price at filing
2024-09-30 $907k 7.6k 119.70
2024-06-30 $854k 7.6k 112.63
2024-03-31 $871k 7.9k 110.50
2023-12-31 $705k 6.9k 102.88

More positions owned by Swp Financial

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core Msci Eafe (IEFA)
Apple (AAPL)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Bd Index Fds Intermed Term (BIV)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Spdr Ser Tr Portfli High Yld (SPHY)
Vanguard Index Fds Large Cap Etf (VV)
Ishares Tr S&p 500 Grwt Etf (IVW)

View all positions for Swp Financial

Top funds holding Vanguard Total World Stock Idx

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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