Institutional & Family Asset Management’s Vanguard Total World Stock ETF VT Stock Holding History

Institutional & Family Asset Management’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
2016 Q2	–	Sell	-11,406	Closed	-$657K	–	130
2016 Q1	$657K	Hold	11,406	–	–	0.25%	84
2015 Q4	$657K	Buy	+11,406	New	+$669K	0.25%	83

Other funds holding VT

Brandywine Managers Hockessin, Delaware $170M AUM 10.01% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Allianz Asset Management

Allianz Asset Management Munich, Germany $86.6B AUM 38.74% 1-Year Est. Return

Baker Avenue Asset Management San Francisco, California $4.39B AUM 26.6% 1-Year Est. Return

Northwestern Mutual Wealth Management

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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Wind River Trust Company Jackson, Wyoming $265M AUM 17.63% 1-Year Est. Return