HCA
VT icon

Horan Capital Advisors’s Vanguard Total World Stock ETF VT Stock Holding History

Horan Capital 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
2017
Q4 		– Sell
-30
Closed -$2K – 268
2017
Q3 		$2K Buy
+30
New +$2.08K ﹤0.01% 307

Other funds holding VT

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CAM
CGOV Asset Management Toronto, Ontario, Canada $1.73B AUM 9.15% 1-Year Est. Return
BM
Brandywine Managers Hockessin, Delaware $170M AUM 10.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
UOT
University of Tennessee Knoxville, Tennessee $38.1M AUM 12.23% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return
WRTC
Wind River Trust Company Jackson, Wyoming $265M AUM 17.63% 1-Year Est. Return

Horan Capital Advisors's VT Position: Q4 2017 in Review

Horan Capital Advisors sold out of Vanguard Total World Stock ETF (VT) in Q4 2017, closing a stake of 30 shares — an estimated $2K sold.

Horan Capital Advisors first reported a position in VT in Q3 2017 and held it in 1 quarter. The position peaked at $2K in Q3 2017. 362 funds tracked by Wall St. Rank hold VT as of Q4 2017.

  • Horan Capital Advisors reported no remaining Vanguard Total World Stock ETF position as of Q4 2017 after selling out during the quarter.
  • Horan Capital Advisors sold 30 Vanguard Total World Stock ETF shares in Q4 2017, an estimated $2K.
  • Horan Capital Advisors first reported a position in Vanguard Total World Stock ETF in Q3 2017 and held it in 1 quarter.
  • Horan Capital Advisors's Vanguard Total World Stock ETF position peaked at $2K in Q3 2017.
  • 362 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q4 2017.

Based on Horan Capital Advisors's 13F filing for Q4 2017, filed 6 Feb 2018.