VT — VANGUARD INTL EQUITY INDEX F

Ownership history in Comprehensive Wealth Management, LLC  ·  3 quarters on record

This page tracks every 13F SEC filing in which Comprehensive Wealth Management, LLC reported a position in VANGUARD INTL EQUITY INDEX F (VT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
5.89% (2025 Q4)
Avg. % of fund
3.66%
First filed
2025 Q2
Last filed
2025 Q4
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 70,774 +40,805 +136.2% 5.89% $10.0M $140.73
2025 Q3 ADDED 29,969 +8,951 +42.6% 2.93% $4.1M $136.39
2025 Q2 INITIATED 21,018 — — 2.18% $2.7M $126.76
% of Fund (quarterly)    VT price (monthly, adj. close)

Other funds also holding VT

As of 2025 Q4 — sorted by position size

Bain Capital Public Equity, LP 3Y 96.4% Vernal Point Advisors, LLC 52.24% DC Investments Management, LLC 3Y 7Y 51.95% Battery Global Advisors, LLC 29.27% Topor & Co. Korea 28.37% New England Private Wealth Advisors LLC 3Y 7Y 20.05% CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 3Y 7Y 18.92% WJ Interests, LLC 3Y 17.36% UNIVERSITY OF CHICAGO 3Y 7Y 16.31% Alta Advisers Ltd 3Y 7Y 15.72%
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