Integrated Advisors Network’s Vanguard Total World Stock ETF VT Stock Holding History

Integrated Advisors Network’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 Q2	–	Sell	-2,269	Closed	-$230K	–	746
2022 Q1	$230K	Sell	2,269 -4	-0.2%	-$405	0.01%	605
2021 Q4	$244K	Buy	2,273 +88	+4%	+$9.35K	0.01%	566
2021 Q3	$223K	Buy	+2,185	New	+$229K	0.01%	567

Other funds holding VT

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Schroders London, United Kingdom $185M AUM 16.04% 1-Year Est. Return

BDWM

Brewin Dolphin Wealth Management Conskleagh, Dublin, Ireland $917M AUM 12.3% 1-Year Est. Return

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

EEP

Edgehill Endowment Partners Hamden, Connecticut $581M AUM 20.82% 1-Year Est. Return

Integrated Advisors Network's VT Position: Q2 2022 in Review

Integrated Advisors Network sold out of Vanguard Total World Stock ETF (VT) in Q2 2022, closing a stake of 2,269 shares — an estimated $230K sold.

Integrated Advisors Network first reported a position in VT in Q3 2021 and held it in 3 quarters. The position peaked at $244K in Q4 2021. 708 funds tracked by Wall St. Rank hold VT as of Q2 2022.

Integrated Advisors Network reported no remaining Vanguard Total World Stock ETF position as of Q2 2022 after selling out during the quarter.
Integrated Advisors Network sold 2,269 Vanguard Total World Stock ETF shares in Q2 2022, an estimated $230K.
Integrated Advisors Network first reported a position in Vanguard Total World Stock ETF in Q3 2021 and held it in 3 quarters.
Integrated Advisors Network's Vanguard Total World Stock ETF position peaked at $244K in Q4 2021.
708 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2022.

Based on Integrated Advisors Network's 13F filing for Q2 2022, filed 12 Aug 2022.