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Cornerstone Advisors (Washington)’s Vanguard Total World Stock ETF VT Stock Holding History

Cornerstone Advisors (Washington)’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
2020
Q3 		$192K Hold
2,375
– – 0.02% 110
2020
Q2 		$178K Hold
2,375
– – 0.02% 109
2020
Q1 		$149K Buy
+2,375
New +$179K 0.02% 106

Other funds holding VT

RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
K
Kemper Chicago, Illinois $1.2M AUM 20.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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

Cornerstone Advisors (Washington)'s VT Position: Q3 2020 in Review

Cornerstone Advisors (Washington) held its Vanguard Total World Stock ETF (VT) position steady in Q3 2020 at 2,375 shares worth $192K. The position accounts for 0.02% of the portfolio, ranked #110.

Cornerstone Advisors (Washington) first reported a position in VT in Q1 2020 and has held it in 3 quarters since. 503 funds tracked by Wall St. Rank hold VT as of Q3 2020.

  • Cornerstone Advisors (Washington) held 2,375 shares of Vanguard Total World Stock ETF worth $192K as of Q3 2020.
  • Cornerstone Advisors (Washington) left its Vanguard Total World Stock ETF share count unchanged in Q3 2020.
  • Vanguard Total World Stock ETF made up 0.02% of Cornerstone Advisors (Washington)'s portfolio in Q3 2020, its #110 holding.
  • Cornerstone Advisors (Washington) first reported a position in Vanguard Total World Stock ETF in Q1 2020 and has held it in 3 quarters since.
  • 503 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q3 2020.

Based on Cornerstone Advisors (Washington)'s 13F filing for Q3 2020, filed 20 Oct 2020.