Independence Advisors’s Vanguard Total World Stock ETF VT Stock Holding History

Independence 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
2020 Q3	$313K	Sell	3,884 -138	-3%	-$11.1K	0.07%	67
2020 Q2	$301K	Buy	4,022 +1,544	+62%	+$109K	0.07%	67
2020 Q1	$156K	Sell	2,478 -1,258	-34%	-$94.8K	0.04%	87
2019 Q4	$303K	Buy	+3,736	New	+$291K	0.07%	70
2018 Q4	–	Sell	-2,693	Closed	-$204K	–	95
2018 Q3	$204K	Buy	+2,693	New	+$203K	0.06%	85
2017 Q4	–	Sell	-2,893	Closed	-$205K	–	81
2017 Q3	$205K	Buy	+2,893	New	+$201K	0.08%	68
2017 Q2	–	Sell	-3,063	Closed	-$200K	–	77
2017 Q1	$200K	Buy	+3,063	New	+$196K	0.08%	74
2016 Q4	–	Sell	-3,439	Closed	-$209K	–	79
2016 Q3	$209K	Buy	+3,439	New	+$207K	0.1%	69

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Independence Advisors's VT Position: Q3 2020 in Review

Independence Advisors reduced its Vanguard Total World Stock ETF (VT) stake by 3.4% in Q3 2020, selling an estimated $11.1K and leaving 3,884 shares worth $313K. The position accounts for 0.07% of the portfolio, ranked #67.

Independence Advisors first reported a position in VT in Q3 2016 and has held it in 8 quarters since. 502 funds tracked by Wall St. Rank hold VT as of Q3 2020.

Independence Advisors held 3,884 shares of Vanguard Total World Stock ETF worth $313K as of Q3 2020.
Independence Advisors sold 138 Vanguard Total World Stock ETF shares in Q3 2020, an estimated $11.1K.
Vanguard Total World Stock ETF made up 0.07% of Independence Advisors's portfolio in Q3 2020, its #67 holding.
Independence Advisors first reported a position in Vanguard Total World Stock ETF in Q3 2016 and has held it in 8 quarters since.
502 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q3 2020.

Based on Independence Advisors's 13F filing for Q3 2020, filed 4 Nov 2020.