APA
VT icon

American Portfolios Advisors’s Vanguard Total World Stock ETF VT Stock Holding History

American Portfolios Advisors’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
2022
Q3 		$3.37M Buy
42,736
+2,263
+6% +$199K 0.14% 147
2022
Q2 		$3.45M Buy
40,473
+359
+0.9% +$33.2K 0.14% 149
2022
Q1 		$4.06M Buy
40,114
+29,510
+278% +$2.99M 0.14% 151
2021
Q4 		$1.14M Buy
10,604
+15
+0.1% +$1.59K 0.04% 448
2021
Q3 		$1.08M Sell
10,589
-544
-5% -$57K 0.04% 432
2021
Q2 		$1.15M Buy
11,133
+182
+2% +$18.6K 0.04% 406
2021
Q1 		$1.07M Buy
10,951
+583
+6% +$56.1K 0.05% 383
2020
Q4 		$960K Buy
10,368
+190
+2% +$16.5K 0.05% 356
2020
Q3 		$821K Buy
10,178
+74
+0.7% +$5.94K 0.05% 343
2020
Q2 		$756K Buy
10,104
+7
+0.1% +$493 0.05% 338
2020
Q1 		$634K Sell
10,097
-1,857
-16% -$140K 0.05% 311
2019
Q4 		$968K Buy
11,954
+86
+0.7% +$6.69K 0.07% 273
2019
Q3 		$888K Buy
11,868
+20
+0.2% +$1.49K 0.07% 262
2019
Q2 		$890K Buy
11,848
+137
+1% +$10.2K 0.08% 256
2019
Q1 		$857K Buy
11,711
+6,537
+126% +$464K 0.08% 239
2018
Q4 		$339K Buy
5,174
+2,169
+72% +$152K 0.04% 378
2018
Q3 		$228K Buy
3,005
+314
+12% +$23.6K 0.03% 535
2018
Q2 		$197K Sell
2,691
-1,213
-31% -$90.5K 0.03% 554
2018
Q1 		$287K Buy
3,904
+1,929
+98% +$146K 0.04% 391
2017
Q4 		$147K Buy
+1,975
New +$144K 0.02% 611

Other funds holding VT

RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
EEP
Edgehill Endowment Partners Hamden, Connecticut $581M AUM 20.82% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

American Portfolios Advisors's VT Position: Q3 2022 in Review

American Portfolios Advisors increased its Vanguard Total World Stock ETF (VT) stake by 5.6% in Q3 2022, buying an estimated $199K and bringing the position to 42,736 shares worth $3.37M. The position accounts for 0.14% of the portfolio, ranked #147.

American Portfolios Advisors first reported a position in VT in Q4 2017 and has held it in 20 quarters since. The position peaked at $4.06M in Q1 2022. 702 funds tracked by Wall St. Rank hold VT as of Q3 2022.

  • American Portfolios Advisors held 42,736 shares of Vanguard Total World Stock ETF worth $3.37M as of Q3 2022.
  • American Portfolios Advisors bought 2,263 Vanguard Total World Stock ETF shares in Q3 2022, an estimated $199K.
  • Vanguard Total World Stock ETF made up 0.14% of American Portfolios Advisors's portfolio in Q3 2022, its #147 holding.
  • American Portfolios Advisors first reported a position in Vanguard Total World Stock ETF in Q4 2017 and has held it in 20 quarters since.
  • American Portfolios Advisors's Vanguard Total World Stock ETF position peaked at $4.06M in Q1 2022.
  • 702 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.