Vanguard Total World Stock Idx shares owned by Trevian Wealth Management
Quarter-by-quarter ownership of Vanguard Total World Stock Idx (VT) shares owned by Trevian Wealth Management
from 13F filings
Historical chart of Trevian Wealth Management 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 Trevian Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Vanguard Total World Stock Idx by Trevian Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $1.0M | 8.5k | 119.75 |
2024-03-31 | $953k | 8.6k | 110.48 |
2023-12-31 | $887k | 8.6k | 102.84 |
2023-09-30 | $803k | 8.6k | 93.13 |
2023-03-31 | $794k | 8.6k | 92.12 |
2022-12-31 | $743k | 8.6k | 86.21 |
2022-09-30 | $459k | 5.8k | 78.89 |
2022-06-30 | $495k | 5.8k | 85.10 |
2022-03-31 | $589k | 5.8k | 101.27 |
2021-12-31 | $664k | 6.2k | 107.60 |
Top funds holding Vanguard Total World Stock Idx
View all funds holding Vanguard Total World Stock Idx