Cbm Financial, LLC Vanguard Total World Stk Index Transaction History

Cbm Financial, LLC

$123 Billion
Q1 2025

A detailed history of Cbm Financial, LLC transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Cbm Financial, LLC holds 20,375 shares of VT stock, worth $2.84 Million. This represents 2.04% of its overall portfolio holdings.

Number of Shares

20,375

Holding current value

$2.84 Million

% of portfolio

2.04%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 20, 2025	BUY	$115.08 - $123.97 $2.34 Million - $2.53 Million	20,375 New	20,375 $2.51 Billion

Others Institutions Holding VT

# of Institutions

1,217

Shares Held

118M

Call Options Held

251K

Put Options Held

94.8K

Rakuten Investment Management, Inc. Tokyo, M0

15.5M
Shares

$2.16 Billion
6.99% of portfolio
Schroder Investment Management Group London, X0

6.92M
Shares

$963 Million
0.78% of portfolio
Cambridge Associates LLC Boston, MA

5.55M
Shares

$772 Million
14.23% of portfolio
Morgan Stanley New York, NY

5.09M
Shares

$708 Million
0.04% of portfolio
Us Bancorp \De\

3.97M
Shares

$553 Million
0.66% of portfolio

View Full List

About VANGUARD TOTAL WORLD STK INDEX

Ticker VT
Sector ETFs
Industry ETFs

More about VT

Track This Portfolio

Portfolio Update

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

News

Stay updated on Cbm Financial, LLC with notifications on news.

Account

Cbm Financial, LLC Vanguard Total World Stk Index Transaction History