JBJ Investment Partners’s Vanguard Total World Stock ETF VT Stock Holding History

JBJ Investment Partners’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
2021 Q4	$691K	Buy	+6,429	New	+$683K	0.14%	35

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

Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

Kemper Chicago, Illinois $1.2M AUM 20.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JBJ Investment Partners's VT Position: Q4 2021 in Review

JBJ Investment Partners opened a new position in Vanguard Total World Stock ETF (VT) in Q4 2021: 6,429 shares worth $691K. The stake represents 0.14% of the portfolio and ranks #35 among its holdings.

737 funds tracked by Wall St. Rank hold VT as of Q4 2021.

JBJ Investment Partners held 6,429 shares of Vanguard Total World Stock ETF worth $691K as of Q4 2021.
Vanguard Total World Stock ETF was a new JBJ Investment Partners position in Q4 2021.
Vanguard Total World Stock ETF made up 0.14% of JBJ Investment Partners's portfolio in Q4 2021, its #35 holding.
737 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q4 2021.

Based on JBJ Investment Partners's 13F filing for Q4 2021, filed 8 Feb 2022.