Econ Financial Services’s Vanguard Total World Stock ETF VT Stock Holding History

Econ Financial Services’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	–	Sell	-26,215	Closed	-$2.54M	–	107
2023 Q2	$2.54M	Buy	26,215 +138	+0.5%	+$12.9K	1.8%	18
2023 Q1	$2.4M	Buy	+26,077	New	+$2.36M	1.82%	18

Other funds holding VT

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Brandywine Trust Hockessin, Delaware $552M AUM 5.23% 1-Year Est. Return

Econ Financial Services's VT Position: Q3 2023 in Review

Econ Financial Services sold out of Vanguard Total World Stock ETF (VT) in Q3 2023, closing a stake of 26,215 shares — an estimated $2.54M sold.

Econ Financial Services first reported a position in VT in Q1 2023 and held it in 2 quarters. The position peaked at $2.54M in Q2 2023. 785 funds tracked by Wall St. Rank hold VT as of Q3 2023.

Econ Financial Services reported no remaining Vanguard Total World Stock ETF position as of Q3 2023 after selling out during the quarter.
Econ Financial Services sold 26,215 Vanguard Total World Stock ETF shares in Q3 2023, an estimated $2.54M.
Econ Financial Services first reported a position in Vanguard Total World Stock ETF in Q1 2023 and held it in 2 quarters.
Econ Financial Services's Vanguard Total World Stock ETF position peaked at $2.54M in Q2 2023.
785 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q3 2023.

Based on Econ Financial Services's 13F filing for Q3 2023, filed 9 Nov 2023.