Hamilton Wealth’s Vanguard Total World Stock ETF VT Stock Holding History

Hamilton Wealth’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
2020 Q2	–	Sell	-160,728	Closed	-$10.1M	–	49
2020 Q1	$10.1M	Sell	160,728 -9,865	-6%	-$744K	7.54%	2
2019 Q4	$13.8M	Buy	170,593 +81,783	+92%	+$6.36M	9.34%	2
2019 Q3	$6.64M	Buy	88,810 +20,543	+30%	+$1.53M	4.72%	6
2019 Q2	$5.13M	Buy	68,267 +9,269	+16%	+$687K	3.75%	11
2019 Q1	$4.32M	Sell	58,998 -18,741	-24%	-$1.33M	3.42%	10
2018 Q4	$5.09M	Buy	+77,739	New	+$5.44M	4.99%	6

Other funds holding VT

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Hamilton Wealth's VT Position: Q2 2020 in Review

Hamilton Wealth sold out of Vanguard Total World Stock ETF (VT) in Q2 2020, closing a stake of 160,728 shares — an estimated $10.1M sold.

Hamilton Wealth first reported a position in VT in Q4 2018 and held it in 6 quarters. The position peaked at $13.8M in Q4 2019. 482 funds tracked by Wall St. Rank hold VT as of Q2 2020.

Hamilton Wealth reported no remaining Vanguard Total World Stock ETF position as of Q2 2020 after selling out during the quarter.
Hamilton Wealth sold 160,728 Vanguard Total World Stock ETF shares in Q2 2020, an estimated $10.1M.
Hamilton Wealth first reported a position in Vanguard Total World Stock ETF in Q4 2018 and held it in 6 quarters.
Hamilton Wealth's Vanguard Total World Stock ETF position peaked at $13.8M in Q4 2019.
482 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2020.

Based on Hamilton Wealth's 13F filing for Q2 2020, filed 24 Jul 2020.