Goal Vest Advisory LLC Vanguard Total World Stk Index Transaction History

Goal Vest Advisory LLC

$453 Million
Q3 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Oct 11, 2022	BUY	$78.88 - $94.48 $36,048 - $43,177	457 New	457 $36,000

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

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