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Cobiz Wealth’s Vanguard Total World Stock ETF VT Stock Holding History

Cobiz 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
2013
Q3 		– Sell
-8
Closed – – 347
2013
Q2 		$0 Buy
+8
New +$425 ﹤0.01% 416

Other funds holding VT

WRTC
Wind River Trust Company Jackson, Wyoming $265M AUM 17.63% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
TAS
TIFF Advisory Services Radnor, Pennsylvania $444M AUM 24.8% 1-Year Est. Return
U
UBS Zurich, Switzerland $109B AUM 16.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TTWM
TCV Trust & Wealth Management Richmond, Virginia $1.19B AUM 18.81% 1-Year Est. Return