Napa Wealth Management Vanguard Total World Stk Index Transaction History

Napa Wealth Management

$148 Billion
Q2 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 22, 2024	BUY	$88.97 - $103.1 $676,349 - $783,766	7,602 New	7,602 $782 Million

Others Institutions Holding VT

# of Institutions

959

Shares Held

86.7M

Call Options Held

209K

Put Options Held

49.6K

Texas Treasury Safekeeping Trust CO Austin, TX

11M
Shares

$1.32 Billion
48.85% of portfolio
Morgan Stanley New York, NY

3.99M
Shares

$478 Million
0.04% of portfolio
Cambridge Associates LLC Boston, MA

3.62M
Shares

$433 Million
18.68% of portfolio
Bank Of America Corp Charlotte, NC

2.63M
Shares

$315 Million
0.03% of portfolio
Jane Street Group, LLC New York, NY

2.1M
Shares

$251 Million
0.27% of portfolio

About VANGUARD TOTAL WORLD STK INDEX

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