| 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 | 2170 |
| Opened positions | 1658 |
| Closed positions | 123 |
| Increased positions | 425 |
| Reduced positions | 87 |
| 13F shares | Current |
|---|---|
| Total value | 51.31 tn |
| Total shares | 1.28 bn |
| Total puts | 1.23 mm |
| Total calls | 2.50 mm |
| Total put/call ratio | 0.5 |
| Largest owners | Shares | Value |
|---|---|---|
| BAC Bank of America | 107.09 mm | $4.72 tn |
| Vanguard | 67.81 mm | $2.99 tn |
| Northwestern Mutual Wealth Management | 66.24 mm | $2.92 tn |
| Betterment | 59.80 mm | $2.63 bn |
| MS Morgan Stanley | 47.43 mm | $2.09 tn |
| Wealthfront Advisers | 44.58 mm | $1.96 tn |
| WFC Wells Fargo & Company | 42.88 mm | $1.89 tn |
| Envestnet Asset Management | 42.43 mm | $1.87 tn |
| NTRS Northern Trust | 41.81 mm | $1.84 tn |
| Wit | 33.23 mm | $1.46 tn |
