AIFS
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A&I Financial Services’s Vanguard Total World Stock ETF VT Stock Holding History

A&I Financial Services’s Portfolio VT Stock Details VT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-101,759
Closed -$6.66M – 24
2018
Q4 		$6.66M Buy
+101,759
New +$7.12M 11.25% 3

Other funds holding VT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
K
Kemper Chicago, Illinois $1.2M AUM 20.64% 1-Year Est. Return

A&I Financial Services's VT Position: Q1 2019 in Review

A&I Financial Services sold out of Vanguard Total World Stock ETF (VT) in Q1 2019, closing a stake of 101,759 shares — an estimated $6.66M sold.

A&I Financial Services first reported a position in VT in Q4 2018 and held it in 1 quarter. The position peaked at $6.66M in Q4 2018. 438 funds tracked by Wall St. Rank hold VT as of Q1 2019.

  • A&I Financial Services reported no remaining Vanguard Total World Stock ETF position as of Q1 2019 after selling out during the quarter.
  • A&I Financial Services sold 101,759 Vanguard Total World Stock ETF shares in Q1 2019, an estimated $6.66M.
  • A&I Financial Services first reported a position in Vanguard Total World Stock ETF in Q4 2018 and held it in 1 quarter.
  • A&I Financial Services's Vanguard Total World Stock ETF position peaked at $6.66M in Q4 2018.
  • 438 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q1 2019.

Based on A&I Financial Services's 13F filing for Q1 2019, filed 1 May 2019.