BRR OpCo’s Vanguard Total World Stock ETF VT Stock Holding History

BRR OpCo’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	$502K	Buy	6,360 +776	+14%	+$68.2K	0.06%	133
2022 Q2	$477K	Hold	5,584	–	–	0.06%	128
2022 Q1	$566K	Buy	5,584 +84	+2%	+$8.51K	0.06%	125
2021 Q4	$591K	Hold	5,500	–	–	0.06%	117
2021 Q3	$560K	Hold	5,500	–	–	0.06%	126
2021 Q2	$570K	Hold	5,500	–	–	0.06%	133
2021 Q1	$535K	Buy	+5,500	New	+$529K	0.06%	126

Other funds holding VT

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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 Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BRR OpCo's VT Position: Q3 2022 in Review

BRR OpCo increased its Vanguard Total World Stock ETF (VT) stake by 14% in Q3 2022, buying an estimated $68.2K and bringing the position to 6,360 shares worth $502K. The position accounts for 0.06% of the portfolio, ranked #133.

BRR OpCo first reported a position in VT in Q1 2021 and has held it in 7 quarters since. The position peaked at $591K in Q4 2021. 701 funds tracked by Wall St. Rank hold VT as of Q3 2022.

BRR OpCo held 6,360 shares of Vanguard Total World Stock ETF worth $502K as of Q3 2022.
BRR OpCo bought 776 Vanguard Total World Stock ETF shares in Q3 2022, an estimated $68.2K.
Vanguard Total World Stock ETF made up 0.06% of BRR OpCo's portfolio in Q3 2022, its #133 holding.
BRR OpCo first reported a position in Vanguard Total World Stock ETF in Q1 2021 and has held it in 7 quarters since.
BRR OpCo's Vanguard Total World Stock ETF position peaked at $591K in Q4 2021.
701 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q3 2022.

Based on BRR OpCo's 13F filing for Q3 2022, filed 8 Nov 2022.