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Clifford Swan Investment Counsel’s Vanguard Total World Stock ETF VT Stock Holding History

Clifford Swan Investment Counsel’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
Q1 		– Sell
-70,472
Closed -$7.57M – 337
2021
Q4 		$7.57M Buy
70,472
+22,000
+45% +$2.34M 0.27% 94
2021
Q3 		$5.22M Buy
+48,472
New +$5.08M 0.19% 111

Other funds holding VT

RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
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
CA
Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
K
Kemper Chicago, Illinois $1.2M AUM 20.64% 1-Year Est. Return

Clifford Swan Investment Counsel's VT Position: Q1 2022 in Review

Clifford Swan Investment Counsel sold out of Vanguard Total World Stock ETF (VT) in Q1 2022, closing a stake of 70,472 shares — an estimated $7.57M sold.

Clifford Swan Investment Counsel first reported a position in VT in Q3 2021 and held it in 2 quarters. The position peaked at $7.57M in Q4 2021. 727 funds tracked by Wall St. Rank hold VT as of Q1 2022.

  • Clifford Swan Investment Counsel reported no remaining Vanguard Total World Stock ETF position as of Q1 2022 after selling out during the quarter.
  • Clifford Swan Investment Counsel sold 70,472 Vanguard Total World Stock ETF shares in Q1 2022, an estimated $7.57M.
  • Clifford Swan Investment Counsel first reported a position in Vanguard Total World Stock ETF in Q3 2021 and held it in 2 quarters.
  • Clifford Swan Investment Counsel's Vanguard Total World Stock ETF position peaked at $7.57M in Q4 2021.
  • 727 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q1 2022.

Based on Clifford Swan Investment Counsel's 13F filing for Q1 2022, filed 3 May 2022.