Vanguard Total World Stock Idx shares owned by Valeo Financial Advisors
Quarter-by-quarter ownership of Vanguard Total World Stock Idx (VT) shares owned by Valeo Financial Advisors
from 13F filings
Historical chart of Valeo Financial 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 Valeo Financial Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Vanguard Total World Stock Idx by Valeo Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $4.5M | 38k | 119.70 |
| 2024-06-30 | $4.2M | 37k | 112.63 |
| 2024-03-31 | $3.6M | 33k | 110.50 |
| 2023-12-31 | $3.0M | 30k | 102.88 |
| 2023-09-30 | $2.3M | 25k | 93.18 |
| 2023-06-30 | $996k | 10k | 96.98 |
| 2023-03-31 | $1.6M | 17k | 92.09 |
| 2022-12-31 | $5.2M | 60k | 86.19 |
| 2022-09-30 | $4.6M | 59k | 78.87 |
| 2022-06-30 | $5.3M | 62k | 85.34 |
| 2022-03-31 | $852k | 8.4k | 101.24 |
| 2021-12-31 | $902k | 8.4k | 107.48 |
| 2021-09-30 | $835k | 8.2k | 101.78 |
| 2021-06-30 | $850k | 8.2k | 103.61 |
| 2021-03-31 | $770k | 7.9k | 97.32 |
| 2020-12-31 | $714k | 7.7k | 92.57 |
| 2020-09-30 | $427k | 5.3k | 80.69 |
| 2020-06-30 | $396k | 5.3k | 74.83 |
| 2020-03-31 | $354k | 5.3k | 66.89 |
| 2019-12-31 | $429k | 5.3k | 81.07 |
| 2019-09-30 | $396k | 5.3k | 74.83 |
| 2019-06-30 | $398k | 5.3k | 75.21 |
| 2019-03-31 | $393k | 5.4k | 73.24 |
| 2018-12-31 | $172k | 2.6k | 65.42 |
| 2018-09-30 | $186k | 2.7k | 69.87 |
| 2018-06-30 | $13k | 178 | 73.03 |
| 2018-03-31 | $13k | 178 | 73.03 |
| 2017-12-31 | $13k | 178 | 73.03 |
| 2017-09-30 | $6.0k | 79 | 75.95 |
Top funds holding Vanguard Total World Stock Idx
View all funds holding Vanguard Total World Stock Idx