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Buckingham Strategic Wealth’s Vanguard Total World Stock ETF VT Stock Holding History

Buckingham Strategic Wealth’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
2024
Q2 		$7.87M Buy
69,851
+8
+0% +$882 0.08% 105
2024
Q1 		$7.72M Buy
69,843
+3,856
+6% +$408K 0.08% 111
2023
Q4 		$6.79M Sell
65,987
-1,167
-2% -$112K 0.08% 120
2023
Q3 		$6.26M Buy
67,154
+696
+1% +$67.6K 0.09% 116
2023
Q2 		$6.45M Buy
66,458
+6,415
+11% +$601K 0.09% 114
2023
Q1 		$5.18M Hold
60,043
– – 0.09% 110
2022
Q4 		$5.18M Buy
60,043
+8,338
+16% +$712K 0.09% 110
2022
Q3 		$4.08M Buy
51,705
+2,217
+4% +$195K 0.08% 117
2022
Q2 		$4.22M Buy
49,488
+6,901
+16% +$638K 0.08% 118
2022
Q1 		$4.31M Buy
42,587
+13,302
+45% +$1.35M 0.09% 116
2021
Q4 		$3.15M Buy
29,285
+1,199
+4% +$127K 0.06% 143
2021
Q3 		$2.86M Buy
28,086
+184
+0.7% +$19.3K 0.06% 145
2021
Q2 		$2.89M Buy
27,902
+2,361
+9% +$241K 0.07% 144
2021
Q1 		$2.48M Buy
25,541
+348
+1% +$33.5K 0.12% 132
2020
Q4 		$2.33M Buy
25,193
+4,132
+20% +$358K 0.12% 135
2020
Q3 		$1.7M Buy
21,061
+1,907
+10% +$153K 0.13% 125
2020
Q2 		$1.43M Buy
19,154
+3,207
+20% +$226K 0.14% 118
2020
Q1 		$1M Buy
15,947
+11,690
+275% +$881K 0.1% 162
2019
Q4 		$345K Sell
4,257
-313
-7% -$24.3K 0.03% 325
2019
Q3 		$342K Buy
4,570
+126
+3% +$9.41K 0.04% 298
2019
Q2 		$334K Buy
4,444
+1,234
+38% +$91.5K 0.04% 312
2019
Q1 		$235K Buy
3,210
+2
+0.1% +$142 0.03% 354
2018
Q4 		$210K Sell
3,208
-35
-1% -$2.45K 0.03% 318
2018
Q3 		$246K Sell
3,243
-430
-12% -$32.4K 0.04% 308
2018
Q2 		$269K Buy
3,673
+11
+0.3% +$820 0.04% 283
2018
Q1 		$270K Sell
3,662
-112
-3% -$8.49K 0.05% 256
2017
Q4 		$280K Buy
3,774
+90
+2% +$6.54K 0.06% 248
2017
Q3 		$261K Sell
3,684
-251
-6% -$17.4K 0.06% 241
2017
Q2 		$266K Buy
+3,935
New +$263K 0.06% 234

Other funds holding VT

RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
TTSTC
Texas Treasury Safekeeping Trust Company Austin, Texas $620M AUM 16.24% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
EEP
Edgehill Endowment Partners Hamden, Connecticut $581M AUM 20.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Buckingham Strategic Wealth's VT Position: Q2 2024 in Review

Buckingham Strategic Wealth increased its Vanguard Total World Stock ETF (VT) stake by 0.01% in Q2 2024, buying an estimated $882 and bringing the position to 69,851 shares worth $7.87M. The position accounts for 0.08% of the portfolio, ranked #105.

Buckingham Strategic Wealth first reported a position in VT in Q2 2017 and has held it in 29 quarters since. 904 funds tracked by Wall St. Rank hold VT as of Q2 2024.

  • Buckingham Strategic Wealth held 69,851 shares of Vanguard Total World Stock ETF worth $7.87M as of Q2 2024.
  • Buckingham Strategic Wealth bought 8 Vanguard Total World Stock ETF shares in Q2 2024, an estimated $882.
  • Vanguard Total World Stock ETF made up 0.08% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #105 holding.
  • Buckingham Strategic Wealth first reported a position in Vanguard Total World Stock ETF in Q2 2017 and has held it in 29 quarters since.
  • 904 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.