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
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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 SHSEXCHANGE TRADED FUND301$801,3627,1150.007,115+Inf06-30-2024
VANGUARD INDEX FDS VANGUARD MID-CAP VALUE ETFEXCHANGE TRADED FUND302$927,8126,1680.006,168+Inf06-30-2024
ISHARES TR MSCI EAFE GROWTH ETFEXCHANGE TRADED FUND303$1,115,07010,9000.0010,900+Inf06-30-2024
MARKEL GROUP INC COMCOMMON STOCKLiquidated$1,201,9697900.000.00-39-4.7003-31-2024
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