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Vanguard Total World Stock Idx shares owned by WMS Partners

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

Historical chart of WMS Partners investment in Vanguard Total World Stock Idx

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All positions including Vanguard Total World Stock Idx held by WMS Partners 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 WMS Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $11M 93k 119.70
2024-06-30 $11M 97k 112.63
2024-03-31 $12M 105k 110.50
2023-12-31 $13M 123k 102.88
2023-09-30 $13M 140k 93.18
2023-06-30 $14M 145k 96.98
2023-03-31 $15M 163k 92.09
2022-12-31 $18M 203k 86.19
2022-09-30 $458k 5.8k 78.95
2022-06-30 $552k 6.5k 85.32
2022-03-31 $639k 6.3k 101.25
2021-09-30 $599k 5.9k 101.77
2021-06-30 $594k 5.7k 103.57
2021-03-31 $569k 5.9k 97.22
2020-12-31 $430k 5.3k 80.71
2020-09-30 $430k 5.3k 80.71
2020-06-30 $401k 5.4k 74.83
2020-03-31 $323k 5.1k 62.74
2019-12-31 $491k 6.1k 81.04
2019-09-30 $440k 5.9k 74.77
2019-06-30 $456k 6.1k 75.12
2019-03-31 $464k 6.3k 73.16
2018-12-31 $326k 5.0k 65.51
2018-09-30 $375k 4.9k 75.82
2018-06-30 $344k 4.7k 73.41
2018-03-31 $350k 4.8k 73.59
2017-12-31 $323k 4.3k 74.37
2017-09-30 $307k 4.3k 70.74
2016-12-31 $295k 4.8k 61.03
2016-09-30 $386k 6.3k 60.80
2016-06-30 $297k 5.1k 58.14
2016-03-31 $294k 5.1k 57.60
2015-12-31 $298k 5.2k 57.62
2015-09-30 $2.0M 36k 55.31
2015-06-30 $2.2M 36k 61.53
2015-03-31 $1.9M 31k 61.59
2014-12-31 $1.1M 18k 60.10
2014-09-30 $566k 9.4k 60.37
2014-06-30 $539k 8.7k 62.13
2012-03-31 $201k 4.0k 50.25
2011-06-30 $201k 4.0k 50.25
2011-03-31 $399k 8.0k 49.81
2010-12-31 $382k 8.0k 47.69

More positions owned by WMS Partners

American Centy Etf Tr Intl Eqt Etf (AVDE)
Vanguard Index Fds Total Stk Mkt (VTI)
T. Rowe Price (TROW)
Goldman Sachs Etf Tr Activebeta Int (GSIE)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
American Centy Etf Tr Us Eqt Etf (AVUS)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Vanguard Specialized Funds Div App Etf (VIG)
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB)
Apple (AAPL)
Goldman Sachs Etf Tr Activebeta Eme (GEM)
J P Morgan Exchange Traded F Short Dura Core (JSCP)
Ishares Tr Core S&p Scp Etf (IJR)

View all positions for WMS 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