EK
VT icon

Evensky & Katz’s Vanguard Total World Stock ETF VT Stock Holding History

Evensky & Katz’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
Q3 		– Sell
-85
Closed -$9K – 73
2021
Q2 		$9K Hold
85
– – ﹤0.01% 71
2021
Q1 		$8K Hold
85
– – ﹤0.01% 73
2020
Q4 		$8K Buy
85
+1
+1% +$87 ﹤0.01% 72
2020
Q3 		$7K Hold
84
– – ﹤0.01% 76
2020
Q2 		$6K Buy
84
+1
+1% +$70 ﹤0.01% 84
2020
Q1 		$5K Buy
+83
New +$6.26K ﹤0.01% 96

Other funds holding VT

RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
K
Kemper Chicago, Illinois $1.2M AUM 20.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Evensky & Katz's VT Position: Q3 2021 in Review

Evensky & Katz sold out of Vanguard Total World Stock ETF (VT) in Q3 2021, closing a stake of 85 shares — an estimated $9K sold.

Evensky & Katz first reported a position in VT in Q1 2020 and held it in 6 quarters. The position peaked at $9K in Q2 2021. 643 funds tracked by Wall St. Rank hold VT as of Q3 2021.

  • Evensky & Katz reported no remaining Vanguard Total World Stock ETF position as of Q3 2021 after selling out during the quarter.
  • Evensky & Katz sold 85 Vanguard Total World Stock ETF shares in Q3 2021, an estimated $9K.
  • Evensky & Katz first reported a position in Vanguard Total World Stock ETF in Q1 2020 and held it in 6 quarters.
  • Evensky & Katz's Vanguard Total World Stock ETF position peaked at $9K in Q2 2021.
  • 643 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q3 2021.

Based on Evensky & Katz's 13F filing for Q3 2021, filed 6 Oct 2021.