Exchange Capital Management’s Vanguard Total World Stock ETF VT Stock Holding History

Exchange Capital Management’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
2014 Q4	–	Sell	-250	Closed	-$15K	–	399
2014 Q3	$15K	Hold	250	–	–	0.01%	148
2014 Q2	$16K	Hold	250	–	–	0.01%	148
2014 Q1	$15K	Hold	250	–	–	0.01%	159
2013 Q4	$15K	Hold	250	–	–	0.01%	129
2013 Q3	$14K	Buy	+250	New	+$13.6K	0.01%	126

Other funds holding VT

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

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

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

OAJ

Ogorek Anthony Joseph Williamsville, New York $403M AUM 22.57% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

WRTC

Wind River Trust Company Jackson, Wyoming $296M AUM 22.15% 1-Year Est. Return

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

BBR Partners New York $2.13B AUM 21.87% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Exchange Capital Management's VT Position: Q4 2014 in Review

Exchange Capital Management sold out of Vanguard Total World Stock ETF (VT) in Q4 2014, closing a stake of 250 shares — an estimated $15K sold.

Exchange Capital Management first reported a position in VT in Q3 2013 and held it in 5 quarters. The position peaked at $16K in Q2 2014. 186 funds tracked by Wall St. Rank hold VT as of Q4 2014.

Exchange Capital Management reported no remaining Vanguard Total World Stock ETF position as of Q4 2014 after selling out during the quarter.
Exchange Capital Management sold 250 Vanguard Total World Stock ETF shares in Q4 2014, an estimated $15K.
Exchange Capital Management first reported a position in Vanguard Total World Stock ETF in Q3 2013 and held it in 5 quarters.
Exchange Capital Management's Vanguard Total World Stock ETF position peaked at $16K in Q2 2014.
186 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q4 2014.

Based on Exchange Capital Management's 13F filing for Q4 2014, filed 2 Feb 2015.