Founders Financial Alliance’s Vanguard Total World Stock ETF VT Stock Holding History

Founders Financial Alliance’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 Q2	–	Sell	-1,000	Closed	-$101K	–	545
2022 Q1	$101K	Buy	+1,000	New	+$101K	0.04%	260
2021 Q1	–	Sell	-383	Closed	-$35K	–	481
2020 Q4	$35K	Buy	+383	New	+$33.2K	0.02%	316

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Schroders London, United Kingdom $185M AUM 16.04% 1-Year Est. Return

BDWM

Brewin Dolphin Wealth Management Conskleagh, Dublin, Ireland $917M AUM 12.3% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

EEP

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

Founders Financial Alliance's VT Position: Q2 2022 in Review

Founders Financial Alliance sold out of Vanguard Total World Stock ETF (VT) in Q2 2022, closing a stake of 1,000 shares — an estimated $101K sold.

Founders Financial Alliance first reported a position in VT in Q4 2020 and held it in 2 quarters. The position peaked at $101K in Q1 2022. 708 funds tracked by Wall St. Rank hold VT as of Q2 2022.

Founders Financial Alliance reported no remaining Vanguard Total World Stock ETF position as of Q2 2022 after selling out during the quarter.
Founders Financial Alliance sold 1,000 Vanguard Total World Stock ETF shares in Q2 2022, an estimated $101K.
Founders Financial Alliance first reported a position in Vanguard Total World Stock ETF in Q4 2020 and held it in 2 quarters.
Founders Financial Alliance's Vanguard Total World Stock ETF position peaked at $101K in Q1 2022.
708 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2022.

Based on Founders Financial Alliance's 13F filing for Q2 2022, filed 15 Aug 2022.