Column Capital Advisors’s Vanguard Total World Stock ETF VT Stock Holding History

Column Capital Advisors’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	$68.6K	Hold	736	–	–	0.01%	272
2023 Q2	$71.4K	Buy	736 +1	+0.1%	+$94	0.01%	275
2023 Q1	$67.8K	Sell	735 -1	-0.1%	-$91	0.01%	280
2022 Q4	$63.4K	Buy	736 +7	+1%	+$598	0.01%	266
2022 Q3	$58K	Hold	729	–	–	0.01%	254
2022 Q2	$62K	Hold	729	–	–	0.01%	245
2022 Q1	$74K	Sell	729 -754	-51%	-$76.4K	0.01%	238
2021 Q4	$159K	Buy	+1,483	New	+$158K	0.03%	149

Other funds holding VT

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

Brandywine Trust Hockessin, Delaware $621M AUM 15.59% 1-Year Est. Return

Column Capital Advisors's VT Position: Q3 2023 in Review

Column Capital Advisors held its Vanguard Total World Stock ETF (VT) position steady in Q3 2023 at 736 shares worth $68.6K. The position accounts for 0.01% of the portfolio, ranked #272.

Column Capital Advisors first reported a position in VT in Q4 2021 and has held it in 8 quarters since. The position peaked at $159K in Q4 2021. 786 funds tracked by Wall St. Rank hold VT as of Q3 2023.

Column Capital Advisors held 736 shares of Vanguard Total World Stock ETF worth $68.6K as of Q3 2023.
Column Capital Advisors left its Vanguard Total World Stock ETF share count unchanged in Q3 2023.
Vanguard Total World Stock ETF made up 0.01% of Column Capital Advisors's portfolio in Q3 2023, its #272 holding.
Column Capital Advisors first reported a position in Vanguard Total World Stock ETF in Q4 2021 and has held it in 8 quarters since.
Column Capital Advisors's Vanguard Total World Stock ETF position peaked at $159K in Q4 2021.
786 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q3 2023.

Based on Column Capital Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.