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Edge Advisors’s Vanguard Total World Stock ETF VT Stock Holding History

Edge 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
2018
Q2 		$161K Hold
2,200
– – 0.01% 345
2018
Q1 		$161K Hold
2,200
– – 0.02% 345
2017
Q4 		$163K Sell
2,200
-700
-24% -$50.9K 0.02% 329
2017
Q3 		$205K Hold
2,900
– – 0.02% 299
2017
Q2 		$195K Hold
2,900
– – 0.02% 315
2017
Q1 		$189K Hold
2,900
– – 0.02% 328
2016
Q4 		$176K Buy
+2,900
New +$175K 0.02% 321

Other funds holding VT

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HA
Highland Associates Birmingham, Alabama $699M AUM 8.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
UOT
University of Tennessee Knoxville, Tennessee $38.1M AUM 12.23% 1-Year Est. Return
WRTC
Wind River Trust Company Jackson, Wyoming $265M AUM 17.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Edge Advisors's VT Position: Q2 2018 in Review

Edge Advisors held its Vanguard Total World Stock ETF (VT) position steady in Q2 2018 at 2,200 shares worth $161K. The position accounts for 0.01% of the portfolio, ranked #345.

Edge Advisors first reported a position in VT in Q4 2016 and has held it in 7 quarters since. The position peaked at $205K in Q3 2017. 365 funds tracked by Wall St. Rank hold VT as of Q2 2018.

  • Edge Advisors held 2,200 shares of Vanguard Total World Stock ETF worth $161K as of Q2 2018.
  • Edge Advisors left its Vanguard Total World Stock ETF share count unchanged in Q2 2018.
  • Vanguard Total World Stock ETF made up 0.01% of Edge Advisors's portfolio in Q2 2018, its #345 holding.
  • Edge Advisors first reported a position in Vanguard Total World Stock ETF in Q4 2016 and has held it in 7 quarters since.
  • Edge Advisors's Vanguard Total World Stock ETF position peaked at $205K in Q3 2017.
  • 365 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2018.

Based on Edge Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.