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

Elm 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
2021 Q1	–	Sell	-177	Closed	-$16K	–	249
2020 Q4	$16K	Buy	+177	New	+$15.4K	0.01%	219
2018 Q4	–	Sell	-30	Closed	-$2K	–	262
2018 Q3	$2K	Buy	+30	New	+$2.26K	﹤0.01%	293

Other funds holding VT

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Kemper Chicago, Illinois $1.2M AUM 20.64% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Elm Advisors's VT Position: Q1 2021 in Review

Elm Advisors sold out of Vanguard Total World Stock ETF (VT) in Q1 2021, closing a stake of 177 shares — an estimated $16K sold.

Elm Advisors first reported a position in VT in Q3 2018 and held it in 2 quarters. The position peaked at $16K in Q4 2020. 602 funds tracked by Wall St. Rank hold VT as of Q1 2021.

Elm Advisors reported no remaining Vanguard Total World Stock ETF position as of Q1 2021 after selling out during the quarter.
Elm Advisors sold 177 Vanguard Total World Stock ETF shares in Q1 2021, an estimated $16K.
Elm Advisors first reported a position in Vanguard Total World Stock ETF in Q3 2018 and held it in 2 quarters.
Elm Advisors's Vanguard Total World Stock ETF position peaked at $16K in Q4 2020.
602 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q1 2021.

Based on Elm Advisors's 13F filing for Q1 2021, filed 5 Apr 2021.