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Charter Research & Investment Group’s Vanguard Total World Stock ETF VT Stock Holding History

Charter Research & Investment Group’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
2023
Q3 		– Sell
-2,974
Closed -$655K – 77
2023
Q2 		$655K Buy
+2,974
New +$279K 0.54% 47

Other funds holding VT

RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
BT
Brandywine Trust Hockessin, Delaware $552M AUM 5.23% 1-Year Est. Return

Charter Research & Investment Group's VT Position: Q3 2023 in Review

Charter Research & Investment Group sold out of Vanguard Total World Stock ETF (VT) in Q3 2023, closing a stake of 2,974 shares — an estimated $655K sold.

Charter Research & Investment Group first reported a position in VT in Q2 2023 and held it in 1 quarter. The position peaked at $655K in Q2 2023. 785 funds tracked by Wall St. Rank hold VT as of Q3 2023.

  • Charter Research & Investment Group reported no remaining Vanguard Total World Stock ETF position as of Q3 2023 after selling out during the quarter.
  • Charter Research & Investment Group sold 2,974 Vanguard Total World Stock ETF shares in Q3 2023, an estimated $655K.
  • Charter Research & Investment Group first reported a position in Vanguard Total World Stock ETF in Q2 2023 and held it in 1 quarter.
  • Charter Research & Investment Group's Vanguard Total World Stock ETF position peaked at $655K in Q2 2023.
  • 785 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q3 2023.

Based on Charter Research & Investment Group's 13F filing for Q3 2023, filed 13 Nov 2023.