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Armbruster Capital Management’s Vanguard Total World Stock ETF VT Stock Holding History

Armbruster Capital Management’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 		– Sell
-2,898
Closed -$247K – 111
2022
Q2 		$247K Sell
2,898
-595
-17% -$55K 0.07% 104
2022
Q1 		$354K Hold
3,493
– – 0.09% 96
2021
Q4 		$375K Buy
+3,493
New +$371K 0.09% 98

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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 $377B AUM 19.32% 1-Year Est. Return

Armbruster Capital Management's VT Position: Q3 2022 in Review

Armbruster Capital Management sold out of Vanguard Total World Stock ETF (VT) in Q3 2022, closing a stake of 2,898 shares — an estimated $247K sold.

Armbruster Capital Management first reported a position in VT in Q4 2021 and held it in 3 quarters. The position peaked at $375K in Q4 2021. 701 funds tracked by Wall St. Rank hold VT as of Q3 2022.

  • Armbruster Capital Management reported no remaining Vanguard Total World Stock ETF position as of Q3 2022 after selling out during the quarter.
  • Armbruster Capital Management sold 2,898 Vanguard Total World Stock ETF shares in Q3 2022, an estimated $247K.
  • Armbruster Capital Management first reported a position in Vanguard Total World Stock ETF in Q4 2021 and held it in 3 quarters.
  • Armbruster Capital Management's Vanguard Total World Stock ETF position peaked at $375K in Q4 2021.
  • 701 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q3 2022.

Based on Armbruster Capital Management's 13F filing for Q3 2022, filed 19 Oct 2022.