TrueWealth Financial Partners »

Vanguard Total World Stock Idx shares owned by TrueWealth Financial Partners

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

Historical chart of TrueWealth Financial Partners 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 TrueWealth Financial Partners consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Vanguard Total World Stock Idx by TrueWealth Financial Partners

Quarter filed Position value Share count Share price at filing
2024-06-30 $287k 2.6k 112.63
2024-03-31 $251k 2.3k 110.50

More positions owned by TrueWealth Financial Partners

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard World Energy Etf (VDE)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard World Materials Etf (VAW)
Vanguard Index Fds Real Estate Etf (VNQ)
Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Microsoft Corporation (MSFT)
Ishares Tr Core 1 5 Yr Usd (ISTB)
Vanguard Bd Index Fds Vanguard Ultra (VUSB)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for TrueWealth Financial Partners

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