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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

BM
Brandywine Managers Hockessin, Delaware $202M AUM 16.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
WRTC
Wind River Trust Company Jackson, Wyoming $296M AUM 22.15% 1-Year Est. Return

Institutional & Family Asset Management's VT Position: Q2 2016 in Review

Institutional & Family Asset Management sold out of Vanguard Total World Stock ETF (VT) in Q2 2016, closing a stake of 11,406 shares — an estimated $657K sold.

Institutional & Family Asset Management first reported a position in VT in Q4 2015 and held it in 2 quarters. The position peaked at $657K in Q1 2016. 216 funds tracked by Wall St. Rank hold VT as of Q2 2016.

  • Institutional & Family Asset Management reported no remaining Vanguard Total World Stock ETF position as of Q2 2016 after selling out during the quarter.
  • Institutional & Family Asset Management sold 11,406 Vanguard Total World Stock ETF shares in Q2 2016, an estimated $657K.
  • Institutional & Family Asset Management first reported a position in Vanguard Total World Stock ETF in Q4 2015 and held it in 2 quarters.
  • Institutional & Family Asset Management's Vanguard Total World Stock ETF position peaked at $657K in Q1 2016.
  • 216 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2016.

Based on Institutional & Family Asset Management's 13F filing for Q2 2016, filed 5 Aug 2016.