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Bellecapital’s Vanguard Total World Stock ETF VT Stock Holding History

Bellecapital’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
Q4 		– Sell
-6,093
Closed -$481K – 197
2022
Q3 		$481K Sell
6,093
-139,949
-96% -$12.3M 0.15% 104
2022
Q2 		$12.5M Buy
+146,042
New +$13.5M 3.48% 5
2014
Q1 		– Sell
-4,805
Closed -$285K – 76
2013
Q4 		$285K Buy
+4,805
New +$277K 0.27% 61

Other funds holding VT

RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
EEP
Edgehill Endowment Partners Hamden, Connecticut $581M AUM 20.82% 1-Year Est. Return

Bellecapital's VT Position: Q4 2022 in Review

Bellecapital sold out of Vanguard Total World Stock ETF (VT) in Q4 2022, closing a stake of 6,093 shares — an estimated $481K sold.

Bellecapital first reported a position in VT in Q4 2013 and held it in 3 quarters. The position peaked at $12.5M in Q2 2022. 739 funds tracked by Wall St. Rank hold VT as of Q4 2022.

  • Bellecapital reported no remaining Vanguard Total World Stock ETF position as of Q4 2022 after selling out during the quarter.
  • Bellecapital sold 6,093 Vanguard Total World Stock ETF shares in Q4 2022, an estimated $481K.
  • Bellecapital first reported a position in Vanguard Total World Stock ETF in Q4 2013 and held it in 3 quarters.
  • Bellecapital's Vanguard Total World Stock ETF position peaked at $12.5M in Q2 2022.
  • 739 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q4 2022.

Based on Bellecapital's 13F filing for Q4 2022, filed 10 Feb 2023.