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Court Place Advisors’s Vanguard Total World Stock ETF VT Stock Holding History

Court Place 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
2022
Q2 		– Sell
-2,278
Closed -$231K – 175
2022
Q1 		$231K Buy
2,278
+3
+0.1% +$304 0.07% 159
2021
Q4 		$244K Buy
2,275
+10
+0.4% +$1.06K 0.07% 167
2021
Q3 		$231K Buy
2,265
+6
+0.3% +$629 0.07% 165
2021
Q2 		$234K Buy
2,259
+6
+0.3% +$612 0.07% 171
2021
Q1 		$219K Buy
2,253
+4
+0.2% +$385 0.07% 171
2020
Q4 		$208K Sell
2,249
-1,085
-33% -$94.1K 0.07% 165
2020
Q3 		$269K Buy
3,334
+12
+0.4% +$963 0.1% 140
2020
Q2 		$248K Sell
3,322
-188
-5% -$13.2K 0.1% 146
2020
Q1 		$220K Buy
3,510
+9
+0.3% +$678 0.1% 145
2019
Q4 		$284K Buy
3,501
+18
+0.5% +$1.4K 0.1% 147
2019
Q3 		$261K Buy
3,483
+14
+0.4% +$1.05K 0.1% 150
2019
Q2 		$261K Buy
3,469
+17
+0.5% +$1.26K 0.1% 150
2019
Q1 		$253K Buy
+3,452
New +$245K 0.1% 151
2018
Q4 		– Sell
-2,969
Closed -$225K – 178
2018
Q3 		$225K Hold
2,969
– – 0.09% 161
2018
Q2 		$218K Buy
2,969
+14
+0.5% +$1.04K 0.09% 161
2018
Q1 		$218K Buy
2,955
+6
+0.2% +$455 0.09% 156
2017
Q4 		$219K Buy
2,949
+21
+0.7% +$1.53K 0.09% 155
2017
Q3 		$207K Buy
+2,928
New +$203K 0.09% 159

Other funds holding VT

RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
S
Schroders London, United Kingdom $185M AUM 16.04% 1-Year Est. Return
BDWM
Brewin Dolphin Wealth Management Conskleagh, Dublin, Ireland $917M AUM 12.3% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
EEP
Edgehill Endowment Partners Hamden, Connecticut $581M AUM 20.82% 1-Year Est. Return

Court Place Advisors's VT Position: Q2 2022 in Review

Court Place Advisors sold out of Vanguard Total World Stock ETF (VT) in Q2 2022, closing a stake of 2,278 shares — an estimated $231K sold.

Court Place Advisors first reported a position in VT in Q3 2017 and held it in 18 quarters. The position peaked at $284K in Q4 2019. 708 funds tracked by Wall St. Rank hold VT as of Q2 2022.

  • Court Place Advisors reported no remaining Vanguard Total World Stock ETF position as of Q2 2022 after selling out during the quarter.
  • Court Place Advisors sold 2,278 Vanguard Total World Stock ETF shares in Q2 2022, an estimated $231K.
  • Court Place Advisors first reported a position in Vanguard Total World Stock ETF in Q3 2017 and held it in 18 quarters.
  • Court Place Advisors's Vanguard Total World Stock ETF position peaked at $284K in Q4 2019.
  • 708 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2022.

Based on Court Place Advisors's 13F filing for Q2 2022, filed 15 Aug 2022.