Estate Counselors’s Vanguard Total World Stock ETF VT Stock Holding History

Estate Counselors’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 Q3	–	Sell	-96,500	Closed	-$7.08M	–	69
2018 Q2	$7.08M	Buy	96,500 +1,500	+2%	+$112K	1.34%	28
2018 Q1	$7M	Buy	+95,000	New	+$7.2M	1.3%	29

Other funds holding VT

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UOT

University of Tennessee Knoxville, Tennessee $38.1M AUM 12.23% 1-Year Est. Return

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

Estate Counselors's VT Position: Q3 2018 in Review

Estate Counselors sold out of Vanguard Total World Stock ETF (VT) in Q3 2018, closing a stake of 96,500 shares — an estimated $7.08M sold.

Estate Counselors first reported a position in VT in Q1 2018 and held it in 2 quarters. The position peaked at $7.08M in Q2 2018. 378 funds tracked by Wall St. Rank hold VT as of Q3 2018.

Estate Counselors reported no remaining Vanguard Total World Stock ETF position as of Q3 2018 after selling out during the quarter.
Estate Counselors sold 96,500 Vanguard Total World Stock ETF shares in Q3 2018, an estimated $7.08M.
Estate Counselors first reported a position in Vanguard Total World Stock ETF in Q1 2018 and held it in 2 quarters.
Estate Counselors's Vanguard Total World Stock ETF position peaked at $7.08M in Q2 2018.
378 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q3 2018.

Based on Estate Counselors's 13F filing for Q3 2018, filed 15 Oct 2018.