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Fulcrum Capital’s Vanguard Total World Stock ETF VT Stock Holding History

Fulcrum Capital’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
Q4 		– Sell
-13,132
Closed -$996K – 61
2018
Q3 		$996K Buy
+13,132
New +$988K 0.39% 45

Other funds holding VT

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UOT
University of Tennessee Knoxville, Tennessee $38.1M AUM 12.23% 1-Year Est. Return
K
Kemper Chicago, Illinois $1.2M AUM 20.64% 1-Year Est. Return

Fulcrum Capital's VT Position: Q4 2018 in Review

Fulcrum Capital sold out of Vanguard Total World Stock ETF (VT) in Q4 2018, closing a stake of 13,132 shares — an estimated $996K sold.

Fulcrum Capital first reported a position in VT in Q3 2018 and held it in 1 quarter. The position peaked at $996K in Q3 2018. 418 funds tracked by Wall St. Rank hold VT as of Q4 2018.

  • Fulcrum Capital reported no remaining Vanguard Total World Stock ETF position as of Q4 2018 after selling out during the quarter.
  • Fulcrum Capital sold 13,132 Vanguard Total World Stock ETF shares in Q4 2018, an estimated $996K.
  • Fulcrum Capital first reported a position in Vanguard Total World Stock ETF in Q3 2018 and held it in 1 quarter.
  • Fulcrum Capital's Vanguard Total World Stock ETF position peaked at $996K in Q3 2018.
  • 418 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q4 2018.

Based on Fulcrum Capital's 13F filing for Q4 2018, filed 12 Feb 2019.