Goal Fusion Wealth Management, LLC Vanguard Total World Stk Index Transaction History
Goal Fusion Wealth Management, LLC
- $209 Million
- Q3 2025
A detailed history of Goal Fusion Wealth Management, LLC transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Goal Fusion Wealth Management, LLC holds 197,703 shares of VT stock, worth $27.5 Million. This represents 13.04% of its overall portfolio holdings.
Number of Shares
197,703
Previous 198,256
0.28%
Holding current value
$27.5 Million
Previous $25.5 Million
6.92%
% of portfolio
13.04%
Previous 13.11%
Shares
16 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