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

Insight 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
Q1 		– Sell
-2,428
Closed -$261K – 352
2021
Q4 		$261K Buy
2,428
+72
+3% +$7.65K 0.08% 269
2021
Q3 		$256K Buy
2,356
+111
+5% +$11.6K 0.08% 270
2021
Q2 		$234K Sell
2,245
-72
-3% -$7.34K 0.07% 278
2021
Q1 		$235K Sell
2,317
-10
-0.4% -$962 0.07% 294
2020
Q4 		$215K Buy
+2,327
New +$202K 0.08% 251

Other funds holding VT

RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
WA
WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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
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
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
K
Kemper Chicago, Illinois $1.2M AUM 20.64% 1-Year Est. Return

Insight Advisors's VT Position: Q1 2022 in Review

Insight Advisors sold out of Vanguard Total World Stock ETF (VT) in Q1 2022, closing a stake of 2,428 shares — an estimated $261K sold.

Insight Advisors first reported a position in VT in Q4 2020 and held it in 5 quarters. The position peaked at $261K in Q4 2021. 726 funds tracked by Wall St. Rank hold VT as of Q1 2022.

  • Insight Advisors reported no remaining Vanguard Total World Stock ETF position as of Q1 2022 after selling out during the quarter.
  • Insight Advisors sold 2,428 Vanguard Total World Stock ETF shares in Q1 2022, an estimated $261K.
  • Insight Advisors first reported a position in Vanguard Total World Stock ETF in Q4 2020 and held it in 5 quarters.
  • Insight Advisors's Vanguard Total World Stock ETF position peaked at $261K in Q4 2021.
  • 726 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q1 2022.

Based on Insight Advisors's 13F filing for Q1 2022, filed 13 May 2022.