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

Imprint 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
2024
Q1 		$202K Buy
+1,830
New +$194K 0.05% 287

Other funds holding VT

RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EEP
Edgehill Endowment Partners Hamden, Connecticut $581M AUM 20.82% 1-Year Est. Return
MA
Madrone Advisors Menlo Park, California $1.03B AUM 20.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BT
Brandywine Trust Hockessin, Delaware $552M AUM 5.23% 1-Year Est. Return

Imprint Wealth's VT Position: Q1 2024 in Review

Imprint Wealth opened a new position in Vanguard Total World Stock ETF (VT) in Q1 2024: 1,830 shares worth $202K. The stake represents 0.05% of the portfolio and ranks #287 among its holdings.

891 funds tracked by Wall St. Rank hold VT as of Q1 2024.

  • Imprint Wealth held 1,830 shares of Vanguard Total World Stock ETF worth $202K as of Q1 2024.
  • Vanguard Total World Stock ETF was a new Imprint Wealth position in Q1 2024.
  • Vanguard Total World Stock ETF made up 0.05% of Imprint Wealth's portfolio in Q1 2024, its #287 holding.
  • 891 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q1 2024.

Based on Imprint Wealth's 13F filing for Q1 2024, filed 10 May 2024.