True Wealth Design, LLC Vanguard Total World Stk Index Transaction History

True Wealth Design, LLC

$284 Billion
Q2 2025

A detailed history of True Wealth Design, LLC transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, True Wealth Design, LLC holds 250 shares of VT stock, worth $34,867. This represents 0.01% of its overall portfolio holdings.

Number of Shares

250

Holding current value

$34,867

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Aug 06, 2025	BUY	$103.16 - $128.52 $25,790 - $32,130	250 New	250 $32.1 Million

Others Institutions Holding VT

# of Institutions

1,150

Shares Held

112M

Call Options Held

314K

Put Options Held

91K

Rakuten Investment Management, Inc. Tokyo, M0

15.7M
Shares

$2.18 Billion
8.31% of portfolio
Cambridge Associates LLC Boston, MA

5.55M
Shares

$775 Million
15.63% of portfolio
Morgan Stanley New York, NY

4.99M
Shares

$696 Million
0.04% of portfolio
Schroder Investment Management Group London, X0

3.69M
Shares

$514 Million
0.42% of portfolio
Us Bancorp \De\

2.77M
Shares

$386 Million
0.45% of portfolio

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About VANGUARD TOTAL WORLD STK INDEX

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True Wealth Design, LLC Vanguard Total World Stk Index Transaction History