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Vanguard Total World Stock Idx shares owned by Wedmont Private Capital

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

Historical chart of Wedmont Private 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 Wedmont Private 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 Wedmont Private Capital

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.7M 16k 110.02
2023-12-31 $706k 6.9k 102.35
2023-09-30 $426k 4.6k 93.32
2023-06-30 $337k 3.4k 98.82
2023-03-31 $242k 2.6k 92.10

More positions owned by Wedmont Private Capital

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Scottsdale Fds Total Corp Bnd (VTC)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Us Treas Bd Etf (GOVT)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Microsoft Corporation (MSFT)
Apple (AAPL)
Ishares Core Msci Emkt (IEMG)
NVIDIA Corporation (NVDA)
Ishares Tr National Mun Etf (MUB)
Amazon (AMZN)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)

View all positions for Wedmont Private Capital

Top funds holding Vanguard Total World Stock Idx

Texas Treasury Safekeeping Trust Company
Morgan Stanley
Bank of America Corporation
Edgehill Endowment Partners
Alliancebernstein
UBS Group
Northwestern Mutual Wealth Management Company
Royal Bank of Canada
Rockefeller Capital Management
Brandywine Trust Company
Northern Trust
Angeles Wealth Management
Wells Fargo & Company
LPL Financial
Wind River Trust

View all funds holding Vanguard Total World Stock Idx