Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| TD PRIVATE CLIENT WEALTH LLC | 08-16-2024 | 12-31-2023 | 1217 | 2,766,339,766 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INTL EQUITY INDEX FDS TOTAL WORLD STK INDEX FD ETF SHS | EXCHANGE TRADED FUND | 301 | $801,362 | 7,115 | 0.00 | 7,115 | +Inf | 06-30-2024 | |
| VANGUARD INDEX FDS VANGUARD MID-CAP VALUE ETF | EXCHANGE TRADED FUND | 302 | $927,812 | 6,168 | 0.00 | 6,168 | +Inf | 06-30-2024 | |
| ISHARES TR MSCI EAFE GROWTH ETF | EXCHANGE TRADED FUND | 303 | $1,115,070 | 10,900 | 0.00 | 10,900 | +Inf | 06-30-2024 | |
| MARKEL GROUP INC COM | COMMON STOCK | Liquidated | $1,201,969 | 790 | 0.00 | 0.00 | -39 | -4.70 | 03-31-2024 |
