HC Financial Advisors’s Vanguard Total World Stock ETF VT Stock Holding History

HC Financial Advisors’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	$52K	Buy	612 +4	+0.7%	+$370	0.03%	127
2022 Q1	$62K	Buy	608 +2	+0.3%	+$203	0.04%	125
2021 Q4	$65K	Buy	+606	New	+$64.4K	0.04%	126
2020 Q3	–	Sell	-605	Closed	-$45K	–	404
2020 Q2	$45K	Hold	605	–	–	0.04%	120
2020 Q1	$38K	Buy	+605	New	+$45.6K	0.03%	133

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

HC Financial Advisors's VT Position: Q2 2022 in Review

HC Financial Advisors increased its Vanguard Total World Stock ETF (VT) stake by 0.66% in Q2 2022, buying an estimated $370 and bringing the position to 612 shares worth $52K. The position accounts for 0.03% of the portfolio, ranked #127.

HC Financial Advisors first reported a position in VT in Q1 2020 and has held it in 5 quarters since. The position peaked at $65K in Q4 2021. 709 funds tracked by Wall St. Rank hold VT as of Q2 2022.

HC Financial Advisors held 612 shares of Vanguard Total World Stock ETF worth $52K as of Q2 2022.
HC Financial Advisors bought 4 Vanguard Total World Stock ETF shares in Q2 2022, an estimated $370.
Vanguard Total World Stock ETF made up 0.03% of HC Financial Advisors's portfolio in Q2 2022, its #127 holding.
HC Financial Advisors first reported a position in Vanguard Total World Stock ETF in Q1 2020 and has held it in 5 quarters since.
HC Financial Advisors's Vanguard Total World Stock ETF position peaked at $65K in Q4 2021.
709 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2022.

Based on HC Financial Advisors's 13F filing for Q2 2022, filed 25 Jul 2022.