Ethic Inc’s Vanguard Total World Stock ETF VT Stock Holding History

Ethic Inc’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 Q4	–	Sell	-2,505	Closed	-$255K	–	689
2021 Q3	$255K	Buy	+2,505	New	+$263K	0.03%	521

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

Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

Ethic Inc's VT Position: Q4 2021 in Review

Ethic Inc sold out of Vanguard Total World Stock ETF (VT) in Q4 2021, closing a stake of 2,505 shares — an estimated $255K sold.

Ethic Inc first reported a position in VT in Q3 2021 and held it in 1 quarter. The position peaked at $255K in Q3 2021. 737 funds tracked by Wall St. Rank hold VT as of Q4 2021.

Ethic Inc reported no remaining Vanguard Total World Stock ETF position as of Q4 2021 after selling out during the quarter.
Ethic Inc sold 2,505 Vanguard Total World Stock ETF shares in Q4 2021, an estimated $255K.
Ethic Inc first reported a position in Vanguard Total World Stock ETF in Q3 2021 and held it in 1 quarter.
Ethic Inc's Vanguard Total World Stock ETF position peaked at $255K in Q3 2021.
737 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q4 2021.

Based on Ethic Inc's 13F filing for Q4 2021, filed 14 Feb 2022.