| Series | Ticker | %Monthly Return ? | $Assets | #Holdings | As of | ||
|---|---|---|---|---|---|---|---|
| VANGUARD EMERGING MARKETS STOCK INDEX FUND | VEIEX, VEMIX, VWO, VEMAX, VEMRX | -5.66 | -2.06 | -3.43 | 95.07 bn | 5,775 | Oct 2023 |
| VANGUARD EUROPEAN STOCK INDEX FUND | VEURX, VEUSX, VESIX, VGK, VEUPX | -4.08 | -4.29 | -3.07 | 21.55 bn | 1,335 | Oct 2023 |
| VANGUARD FTSE ALL-WORLD EX-US INDEX FUND | VEU, VFWSX, VFWPX, VFWAX | -4.49 | -3.23 | -3.37 | 47.35 bn | 3,838 | Oct 2023 |
| VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP INDEX FUND | VFSNX, VSS, VFSAX | -3.60 | -4.24 | -4.84 | 9.15 bn | 4,647 | Oct 2023 |
| VANGUARD GLOBAL EX-U.S. REAL ESTATE INDEX FUND | VGRLX, VNQI, VGRNX | -3.73 | -3.99 | -4.53 | 3.66 bn | 695 | Oct 2023 |
| VANGUARD PACIFIC STOCK INDEX FUND | VPACX, VPADX, VPKIX, VPL | -3.89 | -3.06 | -3.62 | 8.71 bn | 2,496 | Oct 2023 |
| VANGUARD TOTAL WORLD STOCK INDEX FUND | VT, VTWIX, VTWAX | -2.86 | -4.18 | -2.96 | 36.95 bn | 9,728 | Oct 2023 |
| 13F holders | Current |
|---|---|
| Total holders | 2080 |
| Opened positions | 150 |
| Closed positions | 112 |
| Increased positions | 878 |
| Reduced positions | 849 |
| 13F shares | Current |
|---|---|
| Total value | 55.08 tn |
| Total shares | 1.24 bn |
| Total puts | 2.01 mm |
| Total calls | 1.39 mm |
| Total put/call ratio | 1.4 |
| Largest owners | Shares | Value |
|---|---|---|
| BAC Bank of America | 101.23 mm | $4.84 tn |
| Vanguard | 65.76 mm | $3.15 tn |
| Northwestern Mutual Wealth Management | 61.84 mm | $2.96 tn |
| Betterment | 59.01 mm | $2.82 bn |
| MS Morgan Stanley | 48.68 mm | $2.33 tn |
| Empower Advisory | 47.00 mm | $2.23 tn |
| Envestnet Asset Management | 43.34 mm | $2.07 tn |
| Wealthfront Advisers | 42.16 mm | $2.02 tn |
| WFC Wells Fargo & Company | 40.63 mm | $1.94 tn |
| NTRS Northern Trust | 25.40 mm | $1.22 tn |
