Boston Family Office’s Vanguard Total World Stock ETF VT Stock Holding History

Boston Family Office’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 Q4	–	Sell	-4,500	Closed	-$337K	–	253
2019 Q3	$337K	Hold	4,500	–	–	0.04%	223
2019 Q2	$338K	Hold	4,500	–	–	0.04%	225
2019 Q1	$329K	Hold	4,500	–	–	0.04%	221
2018 Q4	$295K	Hold	4,500	–	–	0.04%	222
2018 Q3	$341K	Hold	4,500	–	–	0.04%	227
2018 Q2	$330K	Hold	4,500	–	–	0.04%	225
2018 Q1	$331K	Hold	4,500	–	–	0.04%	223
2017 Q4	$334K	Hold	4,500	–	–	0.04%	224
2017 Q3	$318K	Hold	4,500	–	–	0.04%	226
2017 Q2	$304K	Hold	4,500	–	–	0.04%	223
2017 Q1	$293K	Hold	4,500	–	–	0.04%	221
2016 Q4	$274K	Hold	4,500	–	–	0.04%	218
2016 Q3	$274K	Hold	4,500	–	–	0.04%	219
2016 Q2	$261K	Hold	4,500	–	–	0.03%	224
2016 Q1	$260K	Hold	4,500	–	–	0.03%	220
2015 Q4	$259K	Hold	4,500	–	–	0.04%	216
2015 Q3	$249K	Hold	4,500	–	–	0.03%	218
2015 Q2	$277K	Hold	4,500	–	–	0.03%	228
2015 Q1	$277K	Hold	4,500	–	–	0.03%	233
2014 Q4	$271K	Buy	+4,500	New	+$270K	0.03%	235
2013 Q4	–	Sell	-4,500	Closed	-$250K	–	258
2013 Q3	$250K	Hold	4,500	–	–	0.04%	235
2013 Q2	$232K	Buy	+4,500	New	+$239K	0.04%	235

Other funds holding VT

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Boston Family Office's VT Position: Q4 2019 in Review

Boston Family Office sold out of Vanguard Total World Stock ETF (VT) in Q4 2019, closing a stake of 4,500 shares — an estimated $337K sold.

Boston Family Office first reported a position in VT in Q2 2013 and held it in 22 quarters. The position peaked at $341K in Q3 2018. 521 funds tracked by Wall St. Rank hold VT as of Q4 2019.

Boston Family Office reported no remaining Vanguard Total World Stock ETF position as of Q4 2019 after selling out during the quarter.
Boston Family Office sold 4,500 Vanguard Total World Stock ETF shares in Q4 2019, an estimated $337K.
Boston Family Office first reported a position in Vanguard Total World Stock ETF in Q2 2013 and held it in 22 quarters.
Boston Family Office's Vanguard Total World Stock ETF position peaked at $341K in Q3 2018.
521 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q4 2019.

Based on Boston Family Office's 13F filing for Q4 2019, filed 5 Feb 2020.