Claraphi Advisory Network’s Vanguard Total World Stock ETF VT Stock Holding History

Claraphi Advisory Network’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	$953K	Buy	11,062 +3,015	+37%	+$258K	0.38%	83
2022 Q3	$635K	Buy	8,047 +1,708	+27%	+$150K	0.34%	77
2022 Q2	$541K	Sell	6,339 -985	-13%	-$91.1K	0.19%	129
2022 Q1	$742K	Buy	7,324 +89	+1%	+$9.01K	0.21%	104
2021 Q4	$777K	Buy	7,235 +2,094	+41%	+$222K	0.27%	89
2021 Q3	$523K	Buy	5,141 +1,118	+28%	+$117K	0.18%	134
2021 Q2	$417K	Buy	4,023 +64	+2%	+$6.53K	0.13%	194
2021 Q1	$385K	Sell	3,959 -1,171	-23%	-$113K	0.11%	193
2020 Q4	$475K	Sell	5,130 -30	-0.6%	-$2.6K	0.13%	146
2020 Q3	$416K	Sell	5,160 -141	-3%	-$11.3K	0.15%	135
2020 Q2	$397K	Buy	5,301 +216	+4%	+$15.2K	0.17%	128
2020 Q1	$319K	Buy	+5,085	New	+$383K	0.15%	134
2019 Q4	–	Sell	-3,170	Closed	-$237K	–	397
2019 Q3	$237K	Buy	3,170 +424	+15%	+$31.7K	0.14%	167
2019 Q2	$206K	Sell	2,746 -37	-1%	-$2.74K	0.12%	214
2019 Q1	$204K	Buy	+2,783	New	+$198K	0.13%	207
2018 Q4	–	Sell	-5,093	Closed	-$387K	–	274
2018 Q3	$387K	Buy	5,093 +1,010	+25%	+$76K	0.22%	116
2018 Q2	$300K	Buy	4,083 +18	+0.4%	+$1.34K	0.19%	154
2018 Q1	$299K	Buy	4,065 +660	+19%	+$50K	0.21%	143
2017 Q4	$253K	Buy	+3,405	New	+$247K	0.2%	168

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

Claraphi Advisory Network's VT Position: Q4 2022 in Review

Claraphi Advisory Network increased its Vanguard Total World Stock ETF (VT) stake by 37% in Q4 2022, buying an estimated $258K and bringing the position to 11,062 shares worth $953K. The position accounts for 0.38% of the portfolio, ranked #83.

Claraphi Advisory Network first reported a position in VT in Q4 2017 and has held it in 19 quarters since. 738 funds tracked by Wall St. Rank hold VT as of Q4 2022.

Claraphi Advisory Network held 11,062 shares of Vanguard Total World Stock ETF worth $953K as of Q4 2022.
Claraphi Advisory Network bought 3,015 Vanguard Total World Stock ETF shares in Q4 2022, an estimated $258K.
Vanguard Total World Stock ETF made up 0.38% of Claraphi Advisory Network's portfolio in Q4 2022, its #83 holding.
Claraphi Advisory Network first reported a position in Vanguard Total World Stock ETF in Q4 2017 and has held it in 19 quarters since.
738 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q4 2022.

Based on Claraphi Advisory Network's 13F filing for Q4 2022, filed 14 Feb 2023.