CP
VT icon

CornerStone Partners’s Vanguard Total World Stock ETF VT Stock Holding History

CornerStone Partners’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 		$4.39M Sell
54,454
-36,842
-40% -$2.96M 3.25% 6
2020
Q2 		$6.83M Buy
91,296
+4,251
+5% +$300K 5.59% 7
2020
Q1 		$5.47M Hold
87,045
– – 6.25% 7
2019
Q4 		$7.05M Buy
+87,045
New +$6.77M 5.6% 6

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 Partners's VT Position: Q3 2020 in Review

CornerStone Partners reduced its Vanguard Total World Stock ETF (VT) stake by 40% in Q3 2020, selling an estimated $2.96M and leaving 54,454 shares worth $4.39M. The position accounts for 3.25% of the portfolio, ranked #6.

CornerStone Partners first reported a position in VT in Q4 2019 and has held it in 4 quarters since. The position peaked at $7.05M in Q4 2019. 502 funds tracked by Wall St. Rank hold VT as of Q3 2020.

  • CornerStone Partners held 54,454 shares of Vanguard Total World Stock ETF worth $4.39M as of Q3 2020.
  • CornerStone Partners sold 36,842 Vanguard Total World Stock ETF shares in Q3 2020, an estimated $2.96M.
  • Vanguard Total World Stock ETF made up 3.25% of CornerStone Partners's portfolio in Q3 2020, its #6 holding.
  • CornerStone Partners first reported a position in Vanguard Total World Stock ETF in Q4 2019 and has held it in 4 quarters since.
  • CornerStone Partners's Vanguard Total World Stock ETF position peaked at $7.05M in Q4 2019.
  • 502 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q3 2020.

Based on CornerStone Partners's 13F filing for Q3 2020, filed 9 Nov 2020.