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Vanguard Total World Stock Idx shares owned by Waterloo Capital

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

Historical chart of Waterloo Capital 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 Waterloo Capital 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 Waterloo Capital

Quarter filed Position value Share count Share price at filing
2024-06-30 $234k 2.1k 112.63
2024-03-31 $208k 1.9k 110.47

More positions owned by Waterloo Capital

Ishares S&p 500 Index Core S&p500 Etf (IVV)
Spdr Portfolio S&p 500 Growth Etf Prtflo S&p500 Gw (SPYG)
Vanguard Short-term Bond Etf Short Trm Bond (BSV)
Ishares Russell 1000 Value Etf Rus 1000 Val Etf (IWD)
Ishares Msci Usa Quality Factor Etf Msci Usa Qlt Fct (QUAL)
Invesco Nasdaq 100 Etf Nasdaq 100 Etf (QQQM)
Aptus Collared Investment Opportunity Etf Aptus Collrd Inv (ACIO)
Invesco S&p 500 Equal Weight Etf S&p500 Eql Wgt (RSP)
Apple (AAPL)
Wal-Mart Stores (WMT)
Microsoft Corporation (MSFT)
Aptus Defined Risk Etf Aptus Defined (DRSK)
Aptus International Enhanced Yield Aptus En Intl Yld (IDUB)
Ishares Aggregate Bond Etf Core Us Aggbd Et (AGG)
Vanguard S&p 500 Etf S&p 500 Etf Shs (VOO)

View all positions for Waterloo Capital

Top funds holding Vanguard Total World Stock Idx

Texas Treasury Safekeeping Trust Company
Morgan Stanley
Cambridge Associates
Bank of America Corporation
Jane Street
Alliancebernstein
Edgehill Endowment Partners
UBS Group
Northwestern Mutual Wealth Management Company
Madrone Advisors
Partners Capital Investment Group
Royal Bank of Canada
Brandywine Trust Company
Rockefeller Capital Management
Schroder Investment Management Group

View all funds holding Vanguard Total World Stock Idx