Empirical Finance’s Vanguard Total World Stock ETF VT Stock Holding History

Empirical Finance’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 Q4	–	Sell	-14,304	Closed	-$1.13M	–	500
2022 Q3	$1.13M	Hold	14,304	–	–	0.13%	145
2022 Q2	$1.22M	Hold	14,304	–	–	0.16%	129
2022 Q1	$1.45M	Buy	+14,304	New	+$1.45M	0.16%	114
2020 Q1	–	Sell	-17,252	Closed	-$1.4M	–	240
2019 Q4	$1.4M	Buy	17,252 +13,620	+375%	+$1.06M	0.34%	58
2019 Q3	$272K	Hold	3,632	–	–	0.08%	146
2019 Q2	$273K	Hold	3,632	–	–	0.07%	136
2019 Q1	$266K	Hold	3,632	–	–	0.07%	147
2018 Q4	$238K	Buy	+3,632	New	+$254K	0.07%	135
2018 Q2	–	Sell	-3,632	Closed	-$266K	–	200
2018 Q1	$266K	Buy	+3,632	New	+$275K	0.07%	147

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

EEP

Edgehill Endowment Partners Hamden, Connecticut $581M AUM 20.82% 1-Year Est. Return

Empirical Finance's VT Position: Q4 2022 in Review

Empirical Finance sold out of Vanguard Total World Stock ETF (VT) in Q4 2022, closing a stake of 14,304 shares — an estimated $1.13M sold.

Empirical Finance first reported a position in VT in Q1 2018 and held it in 9 quarters. The position peaked at $1.45M in Q1 2022. 738 funds tracked by Wall St. Rank hold VT as of Q4 2022.

Empirical Finance reported no remaining Vanguard Total World Stock ETF position as of Q4 2022 after selling out during the quarter.
Empirical Finance sold 14,304 Vanguard Total World Stock ETF shares in Q4 2022, an estimated $1.13M.
Empirical Finance first reported a position in Vanguard Total World Stock ETF in Q1 2018 and held it in 9 quarters.
Empirical Finance's Vanguard Total World Stock ETF position peaked at $1.45M in Q1 2022.
738 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q4 2022.

Based on Empirical Finance's 13F filing for Q4 2022, filed 24 Jan 2023.