Genesis Wealth Advisors, LLC Vanguard Total World Stk Index Transaction History
Genesis Wealth Advisors, LLC
- $142 Billion
- Q3 2025
A detailed history of Genesis Wealth Advisors, LLC transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Genesis Wealth Advisors, LLC holds 2,475 shares of VT stock, worth $344,619. This represents 0.24% of its overall portfolio holdings.
Number of Shares
2,475
Previous 2,475
-0.0%
Holding current value
$344,619
Previous $318 Million
7.22%
% of portfolio
0.24%
Previous 0.24%
Shares
2 transactions
Others Institutions Holding VT
# of Institutions
1,219Shares Held
118MCall Options Held
251KPut Options Held
94.8K-
Rakuten Investment Management, Inc. Tokyo, M015.5MShares$2.16 Billion6.99% of portfolio
-
Schroder Investment Management Group London, X06.92MShares$963 Million0.78% of portfolio
-
Cambridge Associates LLC Boston, MA5.55MShares$772 Million14.23% of portfolio
-
Morgan Stanley New York, NY5.09MShares$708 Million0.04% of portfolio
-
Us Bancorp \De\3.97MShares$553 Million0.66% of portfolio