Capital Analysts LLC’s Vanguard Total World Stock ETF VT Stock Holding History

Capital Analysts LLC’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	-164	Closed	-$13K	–	1166
2022 Q3	$13K	Buy	+164	New	+$14.4K	﹤0.01%	770
2016 Q1	–	Sell	-308	Closed	-$17.7K	–	421
2015 Q4	$17.7K	Buy	+308	New	+$18.1K	﹤0.01%	340

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

Citigroup New York $235B AUM 32.99% 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

Capital Analysts LLC's VT Position: Q4 2022 in Review

Capital Analysts LLC sold out of Vanguard Total World Stock ETF (VT) in Q4 2022, closing a stake of 164 shares — an estimated $13K sold.

Capital Analysts LLC first reported a position in VT in Q4 2015 and held it in 2 quarters. The position peaked at $17.7K in Q4 2015. 738 funds tracked by Wall St. Rank hold VT as of Q4 2022.

Capital Analysts LLC reported no remaining Vanguard Total World Stock ETF position as of Q4 2022 after selling out during the quarter.
Capital Analysts LLC sold 164 Vanguard Total World Stock ETF shares in Q4 2022, an estimated $13K.
Capital Analysts LLC first reported a position in Vanguard Total World Stock ETF in Q4 2015 and held it in 2 quarters.
Capital Analysts LLC's Vanguard Total World Stock ETF position peaked at $17.7K in Q4 2015.
738 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q4 2022.

Based on Capital Analysts LLC's 13F filing for Q4 2022, filed 8 Feb 2023.