Safe Harbor Fiduciary, LLC Vanguard Total World Stk Index Transaction History

Safe Harbor Fiduciary, LLC

$107 Billion
Q2 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 14, 2025	BUY	$115.08 - $123.97 $25,087 - $27,025	218 New	218 $25.3 Million

Others Institutions Holding VT

# of Institutions

1,146

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

About VANGUARD TOTAL WORLD STK INDEX

Ticker VT
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Safe Harbor Fiduciary, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Safe Harbor Fiduciary, LLC with notifications on news.